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
NUV icon
1276
Nuveen Municipal Value Fund
NUV
$1.88B
$128K ﹤0.01%
14,247
+2,278
NZF icon
1277
Nuveen Municipal Credit Income Fund
NZF
$2.43B
$127K ﹤0.01%
10,426
-82
SMR icon
1278
NuScale Power
SMR
$4.16B
$127K ﹤0.01%
11,673
-3,612
GOF icon
1279
Guggenheim Strategic Opportunities Fund
GOF
$2.35B
$123K ﹤0.01%
11,166
PRME icon
1280
Prime Medicine
PRME
$632M
$122K ﹤0.01%
35,000
+20,000
ACIC icon
1281
American Coastal Insurance
ACIC
$490M
$121K ﹤0.01%
10,745
-255
OXSQ icon
1282
Oxford Square Capital
OXSQ
$129M
$116K ﹤0.01%
65,425
XRPR
1283
REX-Osprey XRP ETF
XRPR
$46.4M
$114K ﹤0.01%
10,303
-100
ZVRA icon
1284
Zevra Therapeutics
ZVRA
$664M
$113K ﹤0.01%
12,120
BOE icon
1285
BlackRock Enhanced Global Dividend Trust
BOE
$667M
$110K ﹤0.01%
10,065
ACHR icon
1286
Archer Aviation
ACHR
$4.92B
$109K ﹤0.01%
20,992
-27,843
UAMY icon
1287
United States Antimony
UAMY
$1.27B
$107K ﹤0.01%
+12,237
ETW
1288
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.03B
$99.7K ﹤0.01%
11,359
BITO icon
1289
ProShares Bitcoin Strategy ETF
BITO
$1.47B
$97K ﹤0.01%
+10,417
LUMN icon
1290
Lumen
LUMN
$10.2B
$96.9K ﹤0.01%
13,939
+2,385
CCLD icon
1291
CareCloud
CCLD
$102M
$94.9K ﹤0.01%
26,000
-670
QS icon
1292
QuantumScape Corp
QS
$5.55B
$78.4K ﹤0.01%
12,287
-24,240
BAER icon
1293
Bridger Aerospace
BAER
$120M
$69.3K ﹤0.01%
35,000
+5,000
MPT
1294
Medical Properties Trust
MPT
$2.98B
$63.9K ﹤0.01%
+13,796
PAAS icon
1295
Pan American Silver
PAAS
$22.5B
$59.2K ﹤0.01%
+1,083
XERS icon
1296
Xeris Biopharma Holdings
XERS
$1.06B
$58K ﹤0.01%
10,000
NMAX
1297
Newsmax Inc
NMAX
$1.24B
$54.8K ﹤0.01%
+10,490
PSEC icon
1298
Prospect Capital
PSEC
$1.15B
$51.9K ﹤0.01%
19,878
+981
RAIN
1299
Rain Enhancement Technologies
RAIN
$17.1M
$50.8K ﹤0.01%
+20,000
BTBT icon
1300
Bit Digital
BTBT
$636M
$50.6K ﹤0.01%
38,592
+19,100
50 51
52
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