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
OKTA icon
1151
Okta
OKTA
$12.7B
$212K ﹤0.01%
2,453
+267
IYH icon
1152
iShares US Healthcare ETF
IYH
$3.31B
$211K ﹤0.01%
+3,246
DSL
1153
DoubleLine Income Solutions Fund
DSL
$1.3B
$211K ﹤0.01%
18,750
-22,000
CBRE icon
1154
CBRE Group
CBRE
$42.1B
$210K ﹤0.01%
1,308
-113
SNOV icon
1155
FT Vest US Small Cap Moderate Buffer ETF November
SNOV
$114M
$210K ﹤0.01%
8,480
-2,445
DIAX icon
1156
Nuveen Dow 30SM Dynamic Overwrite Fund
DIAX
$552M
$210K ﹤0.01%
13,734
-450
AOM icon
1157
iShares Core Moderate Allocation ETF
AOM
$1.7B
$209K ﹤0.01%
4,384
+62
ONEQ icon
1158
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.14B
$208K ﹤0.01%
2,277
+6
HDB icon
1159
HDFC Bank
HDB
$158B
$208K ﹤0.01%
+5,691
OLN icon
1160
Olin
OLN
$2.78B
$208K ﹤0.01%
+9,975
LPLA icon
1161
LPL Financial
LPLA
$24.5B
$207K ﹤0.01%
+579
JBL icon
1162
Jabil
JBL
$26.9B
$206K ﹤0.01%
905
-188
BR icon
1163
Broadridge
BR
$21.9B
$206K ﹤0.01%
+924
BAX icon
1164
Baxter International
BAX
$9.79B
$206K ﹤0.01%
10,784
-1,298
XYL icon
1165
Xylem
XYL
$31B
$206K ﹤0.01%
1,513
-240
XBIL icon
1166
US Treasury 6 Month Bill ETF
XBIL
$739M
$205K ﹤0.01%
4,104
-386
KGC icon
1167
Kinross Gold
KGC
$40.8B
$205K ﹤0.01%
7,282
-4,740
QYLD icon
1168
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.34B
$205K ﹤0.01%
11,582
-919
MDB icon
1169
MongoDB
MDB
$20.2B
$204K ﹤0.01%
+487
MFSI
1170
MFS Active International ETF
MFSI
$829M
$204K ﹤0.01%
+6,712
PBA icon
1171
Pembina Pipeline
PBA
$25.8B
$204K ﹤0.01%
5,353
-1,735
SPHD icon
1172
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$204K ﹤0.01%
4,240
-2,104
RECS icon
1173
Columbia Research Enhanced Core ETF
RECS
$5.02B
$202K ﹤0.01%
+4,950
CMRE icon
1174
Costamare
CMRE
$2.11B
$202K ﹤0.01%
+12,798
CRH icon
1175
CRH
CRH
$75.9B
$202K ﹤0.01%
+1,618
45 46
47
48 49