KWM

Kingsview Wealth Management Portfolio holdings

AUM $7.32B
1-Year Est. Return 16.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.09%
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
PHK
926
PIMCO High Income Fund
PHK
$845M
$397K 0.01%
81,789
-17,851
HYD icon
927
VanEck High Yield Muni ETF
HYD
$4.3B
$397K 0.01%
7,758
-41
DYNB
928
Hartford Dynamic Bond ETF
DYNB
$54.9M
$396K 0.01%
+9,965
CDNS icon
929
Cadence Design Systems
CDNS
$113B
$396K 0.01%
1,267
+67
TWLO icon
930
Twilio
TWLO
$34.5B
$396K 0.01%
2,784
+495
TAP icon
931
Molson Coors Class B
TAP
$7.24B
$393K 0.01%
8,420
-189,495
HWM icon
932
Howmet Aerospace
HWM
$99.5B
$393K 0.01%
1,917
-1,145
LUV icon
933
Southwest Airlines
LUV
$20B
$393K 0.01%
9,505
+510
KRE icon
934
State Street SPDR S&P Regional Banking ETF
KRE
$3.82B
$392K 0.01%
6,056
+1,323
UBS icon
935
UBS Group
UBS
$155B
$391K 0.01%
8,446
-107
ALB icon
936
Albemarle
ALB
$19.9B
$389K 0.01%
+2,752
RFLR
937
Innovator U.S. Small Cap Managed Floor ETF
RFLR
$79.8M
$385K 0.01%
+13,545
EOG icon
938
EOG Resources
EOG
$75.4B
$385K 0.01%
3,665
-114
TM icon
939
Toyota
TM
$235B
$384K 0.01%
1,792
+39
VWOB icon
940
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.01B
$382K 0.01%
5,668
-28
QS icon
941
QuantumScape Corp
QS
$5.39B
$381K 0.01%
36,527
+20,843
HEDJ icon
942
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.83B
$380K 0.01%
7,165
PTY icon
943
PIMCO Corporate & Income Opportunity Fund
PTY
$2.51B
$379K 0.01%
29,354
+263
IXJ icon
944
iShares Global Healthcare ETF
IXJ
$3.58B
$377K 0.01%
3,873
-368
MCO icon
945
Moody's
MCO
$78.3B
$376K 0.01%
736
-68
PSA icon
946
Public Storage
PSA
$53B
$376K 0.01%
1,447
+20
VFH icon
947
Vanguard Financials ETF
VFH
$12.2B
$374K 0.01%
2,799
+134
LDOS icon
948
Leidos
LDOS
$15.6B
$373K 0.01%
2,066
+15
BSCU icon
949
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.53B
$373K 0.01%
22,025
+5,560
CPNG icon
950
Coupang
CPNG
$29.5B
$372K 0.01%
15,776
-13,745
36 37
38
39 40