KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.55B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.91B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,237
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$39.4M
3
+$37M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$31.6M
5
ADBE icon
Adobe
ADBE
+$31.2M

Top Sells

1
+$112M
2
+$44M
3
+$33.7M
4
AMZN icon
Amazon
AMZN
+$33.6M
5
SPG icon
Simon Property Group
SPG
+$28.3M

Sector Composition

1 Technology 13.51%
2 Financials 5.03%
3 Consumer Discretionary 4.63%
4 Healthcare 4.2%
5 Industrials 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EZM icon
926
WisdomTree US MidCap Fund
EZM
$857M
$312K 0.01%
5,049
HPE icon
927
Hewlett Packard
HPE
$31B
$311K 0.01%
15,202
+1,364
XJUN icon
928
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$148M
$311K 0.01%
7,569
VHT icon
929
Vanguard Health Care ETF
VHT
$16.9B
$310K 0.01%
1,248
+146
AJAN icon
930
Innovator Equity Defined Protection ETF 2 Yr to January 2026
AJAN
$44.2M
$310K 0.01%
11,471
-9
TROW icon
931
T. Rowe Price
TROW
$22.9B
$309K 0.01%
3,199
-37
CASY icon
932
Casey's General Stores
CASY
$19.9B
$308K 0.01%
604
+6
XRAY icon
933
Dentsply Sirona
XRAY
$2.16B
$308K 0.01%
19,384
-114
HEI icon
934
HEICO Corp
HEI
$45.4B
$307K 0.01%
+937
FSTA icon
935
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.29B
$306K 0.01%
5,977
+150
HRB icon
936
H&R Block
HRB
$5.81B
$305K 0.01%
5,560
-100
AEM icon
937
Agnico Eagle Mines
AEM
$86.9B
$305K 0.01%
2,565
-37
EQWL icon
938
Invesco S&P 100 Equal Weight ETF
EQWL
$1.85B
$305K 0.01%
2,770
-87
APP icon
939
Applovin
APP
$198B
$304K 0.01%
+869
CRDO icon
940
Credo Technology Group
CRDO
$27.7B
$304K 0.01%
+3,282
KJUL icon
941
Innovator US Small Cap Power Buffer ETF July
KJUL
$158M
$302K 0.01%
10,358
-607
DECK icon
942
Deckers Outdoor
DECK
$12.3B
$302K 0.01%
2,927
-1,197
HTD
943
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$893M
$301K 0.01%
12,868
+178
GTLS icon
944
Chart Industries
GTLS
$9.15B
$300K 0.01%
1,824
-5,132
GBIL icon
945
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.26B
$298K 0.01%
2,978
-8,938
GUG
946
Guggenheim Active Allocation Fund
GUG
$510M
$298K 0.01%
19,055
-550
SCHI icon
947
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.18B
$298K 0.01%
13,084
+2,135
FRME icon
948
First Merchants
FRME
$2.07B
$298K 0.01%
7,770
FJAN icon
949
FT Vest US Equity Buffer ETF January
FJAN
$1.13B
$296K 0.01%
6,228
-125
TWLO icon
950
Twilio
TWLO
$19.5B
$295K 0.01%
2,376
-49
36 37
38
39 40