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
WBD icon
1051
Warner Bros
WBD
$55B
$230K ﹤0.01%
20,054
+266
FXL icon
1052
First Trust Technology AlphaDEX Fund
FXL
$1.44B
$230K ﹤0.01%
+1,459
CGMU icon
1053
Capital Group Municipal Income ETF
CGMU
$4.08B
$230K ﹤0.01%
+8,599
GAB icon
1054
Gabelli Equity Trust
GAB
$1.87B
$229K ﹤0.01%
39,426
+50
JBND icon
1055
JPMorgan Active Bond ETF
JBND
$3.23B
$229K ﹤0.01%
+4,279
GM icon
1056
General Motors
GM
$67B
$229K ﹤0.01%
4,650
-275
VRSN icon
1057
VeriSign
VRSN
$23.2B
$228K ﹤0.01%
+789
EMB icon
1058
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$228K ﹤0.01%
2,460
-616
INSM icon
1059
Insmed
INSM
$41.5B
$228K ﹤0.01%
+2,261
HSBC icon
1060
HSBC
HSBC
$252B
$227K ﹤0.01%
+3,741
THO icon
1061
Thor Industries
THO
$5.36B
$227K ﹤0.01%
2,560
-28,239
HODL icon
1062
VanEck Bitcoin Trust
HODL
$1.54B
$226K ﹤0.01%
+7,433
SSO icon
1063
ProShares Ultra S&P500
SSO
$7.98B
$226K ﹤0.01%
+2,315
MARU
1064
AllianzIM U.S. Equity Buffer15 Uncapped Mar ETF
MARU
$21.6M
$225K ﹤0.01%
+8,759
VRTX icon
1065
Vertex Pharmaceuticals
VRTX
$110B
$222K ﹤0.01%
499
-46
MVV icon
1066
ProShares Ultra MidCap400
MVV
$152M
$222K ﹤0.01%
+3,486
VICI icon
1067
VICI Properties
VICI
$32.7B
$222K ﹤0.01%
+6,796
AI icon
1068
C3.ai
AI
$2.04B
$221K ﹤0.01%
8,998
-722
WPC icon
1069
W.P. Carey
WPC
$14.8B
$221K ﹤0.01%
3,539
+44
VGSH icon
1070
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$220K ﹤0.01%
3,748
-8,330
RSPE icon
1071
Invesco ESG S&P 500 Equal Weight ETF
RSPE
$27.9M
$220K ﹤0.01%
+8,000
LPLA icon
1072
LPL Financial
LPLA
$30.1B
$219K ﹤0.01%
+583
VRIG icon
1073
Invesco Variable Rate Investment Grade ETF
VRIG
$1.28B
$217K ﹤0.01%
+8,682
EMLC icon
1074
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.81B
$217K ﹤0.01%
+8,574
AVIG icon
1075
Avantis Core Fixed Income ETF
AVIG
$1.27B
$217K ﹤0.01%
+5,218
41 42
43
44 45