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
SSD icon
1226
Simpson Manufacturing
SSD
$7.75B
$209K ﹤0.01%
+1,220
DECK icon
1227
Deckers Outdoor
DECK
$15.1B
$209K ﹤0.01%
+2,092
UWM icon
1228
ProShares Ultra Russell2000
UWM
$251M
$209K ﹤0.01%
+4,480
ARKF icon
1229
ARK Blockchain & Fintech Innovation ETF
ARKF
$783M
$209K ﹤0.01%
5,497
-110,278
AOM icon
1230
iShares Core Moderate Allocation ETF
AOM
$1.77B
$209K ﹤0.01%
4,409
+25
IFLN
1231
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$320M
$209K ﹤0.01%
11,624
+10
KGC icon
1232
Kinross Gold
KGC
$34.2B
$208K ﹤0.01%
6,821
-461
MVV icon
1233
ProShares Ultra MidCap400
MVV
$163M
$208K ﹤0.01%
2,904
-171
FJAN icon
1234
FT Vest US Equity Buffer ETF January
FJAN
$1.39B
$208K ﹤0.01%
+4,124
FBCG icon
1235
Fidelity Blue Chip Growth ETF
FBCG
$6.93B
$208K ﹤0.01%
4,141
GSST icon
1236
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.51B
$207K ﹤0.01%
+4,101
KKR icon
1237
KKR & Co
KKR
$86.2B
$207K ﹤0.01%
2,238
+146
GAB icon
1238
Gabelli Equity Trust
GAB
$1.75B
$206K ﹤0.01%
36,833
-2,543
TPHD icon
1239
Timothy Plan High Dividend Stock ETF
TPHD
$346M
$206K ﹤0.01%
+4,983
WTRG icon
1240
Essential Utilities
WTRG
$10.4B
$206K ﹤0.01%
+5,111
SOLS
1241
Solstice Advanced Materials
SOLS
$13.4B
$205K ﹤0.01%
+2,696
POCT icon
1242
Innovator US Equity Power Buffer ETF October
POCT
$1.02B
$205K ﹤0.01%
4,755
-3,000
RNRG icon
1243
Global X Renewable Energy Producers ETF
RNRG
$29.7M
$205K ﹤0.01%
+5,552
WRB icon
1244
W.R. Berkley
WRB
$24.7B
$204K ﹤0.01%
3,085
+47
IYH icon
1245
iShares US Healthcare ETF
IYH
$3.12B
$204K ﹤0.01%
3,317
+71
BIDU icon
1246
Baidu
BIDU
$45.5B
$204K ﹤0.01%
1,834
-30
ROBT icon
1247
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$778M
$204K ﹤0.01%
+4,421
SWX icon
1248
Southwest Gas
SWX
$6.26B
$204K ﹤0.01%
+2,347
SSO icon
1249
ProShares Ultra S&P500
SSO
$8.37B
$203K ﹤0.01%
+3,916
IVOV icon
1250
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.29B
$202K ﹤0.01%
1,984
48 49
50
51 52