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
BYD icon
1251
Boyd Gaming
BYD
$6.59B
– –
-34,012
CALX icon
1252
Calix
CALX
$3.24B
– –
-4,309
CAVA icon
1253
CAVA Group
CAVA
$11B
– –
-7,939
CIVI
1254
DELISTED
Civitas Resources
CIVI
– –
-6,164
CNA icon
1255
CNA Financial
CNA
$13B
– –
-10,593
CPK icon
1256
Chesapeake Utilities
CPK
$3.04B
– –
-1,548
CVI icon
1257
CVR Energy
CVI
$2.96B
– –
-6,207
DECK icon
1258
Deckers Outdoor
DECK
$16B
– –
-2,749
DEO icon
1259
Diageo
DEO
$45.5B
– –
-2,236
DFIV icon
1260
Dimensional International Value ETF
DFIV
$19.3B
– –
-128,724
DGRW icon
1261
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
– –
-3,096
DIHP icon
1262
Dimensional International High Profitability ETF
DIHP
$5.84B
– –
-182,716
DOC icon
1263
Healthpeak Properties
DOC
$12.1B
– –
-36,767
EBAY icon
1264
eBay
EBAY
$46.9B
– –
-2,484
EFAV icon
1265
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.48B
– –
-65,198
EUFN icon
1266
iShares MSCI Europe Financials ETF
EUFN
$3.79B
– –
-171,090
EWU icon
1267
iShares MSCI United Kingdom ETF
EWU
$3.56B
– –
-136,337
EWY icon
1268
iShares MSCI South Korea ETF
EWY
$19.8B
– –
-75,030
EWZ icon
1269
iShares MSCI Brazil ETF
EWZ
$10.6B
– –
-185,073
EZU icon
1270
iShare MSCI Eurozone ETF
EZU
$9.77B
– –
-90,958
FBND icon
1271
Fidelity Total Bond ETF
FBND
$25.4B
– –
-4,934
FCFS icon
1272
FirstCash
FCFS
$9.09B
– –
-19,948
FLJP icon
1273
Franklin FTSE Japan ETF
FLJP
$3.29B
– –
-7,099
FNGR icon
1274
FingerMotion
FNGR
$65M
– –
-13,573
FNV icon
1275
Franco-Nevada
FNV
$50.6B
– –
-1,486
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