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
JEPQ icon
76
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$34.3B
$17.4M 0.25%
300,051
+57,357
CVX icon
77
Chevron
CVX
$368B
$17.4M 0.25%
114,215
+5,177
MRK icon
78
Merck
MRK
$297B
$16.5M 0.24%
156,956
-60,214
FTA icon
79
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.28B
$16.5M 0.24%
191,676
-3,553
ABBV icon
80
AbbVie
ABBV
$418B
$16.4M 0.24%
71,830
+883
FTC icon
81
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.22B
$16.4M 0.24%
102,547
-9,110
RDVY icon
82
First Trust Rising Dividend Achievers ETF
RDVY
$20.6B
$16.4M 0.24%
235,918
+105,911
SPYM
83
State Street SPDR Portfolio S&P 500 ETF
SPYM
$107B
$16M 0.23%
199,671
+77,929
IHI icon
84
iShares US Medical Devices ETF
IHI
$3.55B
$15.7M 0.23%
252,479
-16,209
KBWP icon
85
Invesco KBW Property & Casualty Insurance ETF
KBWP
$276M
$15.6M 0.23%
122,816
-10,770
KIE icon
86
State Street SPDR S&P Insurance ETF
KIE
$442M
$15.6M 0.22%
259,489
-17,687
ITOT icon
87
iShares Core S&P Total US Stock Market ETF
ITOT
$82.4B
$15.4M 0.22%
103,350
+1,327
SCHG icon
88
Schwab US Large-Cap Growth ETF
SCHG
$50.9B
$15.3M 0.22%
469,427
-34,451
PBJ icon
89
Invesco Food & Beverage ETF
PBJ
$86.3M
$15.3M 0.22%
341,433
-6,490
IHF icon
90
iShares US Healthcare Providers ETF
IHF
$729M
$15.2M 0.22%
317,384
-34,142
PSLV icon
91
Sprott Physical Silver Trust
PSLV
$17.4B
$15.2M 0.22%
642,577
+37,257
ITB icon
92
iShares US Home Construction ETF
ITB
$2.67B
$15.1M 0.22%
156,586
+7,607
XHB icon
93
State Street SPDR S&P Homebuilders ETF
XHB
$1.82B
$15M 0.22%
145,338
+5,279
QCOM icon
94
Qualcomm
QCOM
$149B
$14.8M 0.21%
86,769
-8,957
SPSB icon
95
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.79B
$14.5M 0.21%
479,439
+13,234
SGOV icon
96
iShares 0-3 Month Treasury Bond ETF
SGOV
$74.8B
$14.5M 0.21%
144,050
-16,196
VYM icon
97
Vanguard High Dividend Yield ETF
VYM
$73.9B
$14.4M 0.21%
100,000
+7,402
PLTR icon
98
Palantir
PLTR
$366B
$14.1M 0.2%
79,346
+15,429
FEGE
99
First Eagle Global Equity ETF
FEGE
$1.45B
$13.8M 0.2%
299,583
+7,561
CRM icon
100
Salesforce
CRM
$181B
$13.6M 0.2%
51,240
+4,310
2 3
4
5 6