KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.94B
AUM Growth
+$392M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1
+$47.6M
2
+$47.4M
3
+$46.6M
4
AAPL icon
Apple
AAPL
+$44.9M
5
MPRO icon
Monarch ProCap Index ETF
MPRO
+$17M

Top Sells

1
+$53.1M
2
+$41.2M
3
+$30.8M
4
META icon
Meta Platforms (Facebook)
META
+$30.6M
5
DG icon
Dollar General
DG
+$12.7M

Sector Composition

1 Technology 12.21%
2 Financials 5.66%
3 Consumer Discretionary 5.19%
4 Industrials 3.9%
5 Healthcare 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHKP icon
901
Check Point Software Technologies
CHKP
$17.7B
$423K 0.01%
2,282
+188
IRM icon
902
Iron Mountain
IRM
$31.1B
$423K 0.01%
5,095
-8
CINF icon
903
Cincinnati Financial
CINF
$25.7B
$422K 0.01%
2,586
+96
COMT icon
904
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$844M
$420K 0.01%
16,880
-614
BMNR
905
BitMine Immersion Technologies
BMNR
$8.59B
$420K 0.01%
15,467
+711
CGGO icon
906
Capital Group Global Growth Equity ETF
CGGO
$8.91B
$419K 0.01%
12,098
-16,650
UNM icon
907
Unum
UNM
$12B
$418K 0.01%
5,393
+317
FFOG icon
908
Franklin Focused Growth ETF
FFOG
$224M
$418K 0.01%
8,927
-693
BTCI
909
NEOS Bitcoin High Income ETF
BTCI
$891M
$416K 0.01%
+9,453
ICSH icon
910
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.05B
$416K 0.01%
8,224
-178
MTB icon
911
M&T Bank
MTB
$31.4B
$416K 0.01%
2,064
-88
RCL icon
912
Royal Caribbean
RCL
$75.2B
$415K 0.01%
1,487
-92
NBIS
913
Nebius Group N.V.
NBIS
$22.6B
$415K 0.01%
4,953
-487
HPE icon
914
Hewlett Packard
HPE
$28.1B
$414K 0.01%
17,255
+1,142
FNDF icon
915
Schwab Fundamental International Large Company Index ETF
FNDF
$21.5B
$414K 0.01%
9,162
+315
DFAX icon
916
Dimensional World ex US Core Equity 2 ETF
DFAX
$10.8B
$413K 0.01%
12,632
-181,759
KALU icon
917
Kaiser Aluminum
KALU
$1.99B
$408K 0.01%
+3,550
SNPS icon
918
Synopsys
SNPS
$83.8B
$406K 0.01%
865
-38
EIX icon
919
Edison International
EIX
$27.6B
$405K 0.01%
+6,751
PNR icon
920
Pentair
PNR
$15B
$405K 0.01%
3,890
-111
IFRA icon
921
iShares US Infrastructure ETF
IFRA
$3.71B
$404K 0.01%
7,682
+1,226
ORLY icon
922
O'Reilly Automotive
ORLY
$79.3B
$403K 0.01%
4,418
+390
DASH icon
923
DoorDash
DASH
$77.8B
$402K 0.01%
+1,775
TMHC icon
924
Taylor Morrison
TMHC
$5.9B
$401K 0.01%
6,810
OBIL icon
925
US Treasury 12 Month Bill ETF
OBIL
$304M
$398K 0.01%
7,925
+597
35 36
37
38 39