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
$7.32B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,409
New
Increased
Reduced
Closed

Top Buys

1
+$61.6M
2
+$53.7M
3
+$52.4M
4
ISRG icon
Intuitive Surgical
ISRG
+$48.6M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$44.9M

Top Sells

1
+$48.2M
2
+$47.8M
3
+$47.6M
4
BKNG icon
Booking.com
BKNG
+$38.2M
5
COF icon
Capital One
COF
+$35.6M

Sector Composition

1 Technology 12.82%
2 Financials 4.93%
3 Consumer Discretionary 4.18%
4 Healthcare 3.86%
5 Industrials 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NI icon
976
NiSource
NI
$22B
$387K 0.01%
8,298
+155
IAI icon
977
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.46B
$386K 0.01%
+2,353
TAFI icon
978
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.25B
$384K 0.01%
15,250
-3,000
FAUG icon
979
FT Vest US Equity Buffer ETF August
FAUG
$1.18B
$384K 0.01%
7,406
-2,500
BGB
980
Blackstone Strategic Credit 2027 Term Fund
BGB
$504M
$383K 0.01%
34,340
+5,327
TM icon
981
Toyota
TM
$234B
$383K 0.01%
1,857
+65
ILOW
982
AB International Low Volatility Equity ETF
ILOW
$1.77B
$382K 0.01%
+8,944
OTIS icon
983
Otis Worldwide
OTIS
$26.8B
$381K 0.01%
4,939
+11
SIL icon
984
Global X Silver Miners ETF NEW
SIL
$4.96B
$380K 0.01%
4,224
-87,329
ALNT icon
985
Allient
ALNT
$1.53B
$379K 0.01%
6,415
-2,578
DDFM
986
Innovator Equity Dual Directional 15 Buffer ETF - March
DDFM
$46.9M
$379K 0.01%
+20,165
UNM icon
987
Unum
UNM
$13.6B
$378K 0.01%
5,171
-222
PGR icon
988
Progressive
PGR
$114B
$372K 0.01%
1,874
-157
BSCU icon
989
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.53B
$370K 0.01%
22,160
+135
ONDS icon
990
Ondas Inc
ONDS
$6.04B
$370K 0.01%
+40,932
VWOB icon
991
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.03B
$370K 0.01%
5,632
-36
VCR icon
992
Vanguard Consumer Discretionary ETF
VCR
$6.08B
$367K 0.01%
1,023
-72
WSM icon
993
Williams-Sonoma
WSM
$24.5B
$367K 0.01%
2,014
-491
RWK icon
994
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.25B
$364K 0.01%
2,835
+8
XBIL icon
995
US Treasury 6 Month Bill ETF
XBIL
$746M
$363K 0.01%
7,247
+3,143
XHB icon
996
State Street SPDR S&P Homebuilders ETF
XHB
$1.55B
$361K ﹤0.01%
3,654
-141,684
APP icon
997
Applovin
APP
$188B
$361K ﹤0.01%
906
+196
VDC icon
998
Vanguard Consumer Staples ETF
VDC
$7.78B
$360K ﹤0.01%
1,604
+15
IHD
999
Voya Emerging Markets High Income Dividend Equity Fund
IHD
$141M
$360K ﹤0.01%
54,080
+443
SCHZ icon
1000
Schwab US Aggregate Bond ETF
SCHZ
$10.3B
$360K ﹤0.01%
15,493
+1,326
38 39
40
41 42