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
FNGR icon
1276
FingerMotion
FNGR
$73.5M
– –
-13,573
FNV icon
1277
Franco-Nevada
FNV
$50.5B
– –
-1,486
FSLR icon
1278
First Solar
FSLR
$21.2B
– –
-2,413
FXED icon
1279
Sound Enhanced Fixed Income ETF
FXED
$41.4M
– –
-98,525
GDXJ icon
1280
VanEck Junior Gold Miners ETF
GDXJ
$11.1B
– –
-79,175
GTLB icon
1281
GitLab
GTLB
$4.22B
– –
-4,453
GTX icon
1282
Garrett Motion
GTX
$3.71B
– –
-17,893
HAS icon
1283
Hasbro
HAS
$13.6B
– –
-39,610
HLI icon
1284
Houlihan Lokey
HLI
$11.3B
– –
-1,183
HOMB icon
1285
Home BancShares
HOMB
$5.51B
– –
-7,528
HTH icon
1286
Hilltop Holdings
HTH
$2.23B
– –
-7,800
HUM icon
1287
Humana
HUM
$22.1B
– –
-14,507
IAG icon
1288
IAMGOLD
IAG
$13.4B
– –
-23,102
IAPR icon
1289
Innovator International Developed Power Buffer ETF April
IAPR
$196M
– –
-8,359
IBKR icon
1290
Interactive Brokers
IBKR
$30.8B
– –
-3,192
IJAN icon
1291
Innovator International Developed Power Buffer ETF January
IJAN
$239M
– –
-7,218
IJUL icon
1292
Innovator International Developed Power Buffer ETF July
IJUL
$213M
– –
-9,205
INOD icon
1293
Innodata
INOD
$1.42B
– –
-2,982
IPG
1294
DELISTED
Interpublic Group of Companies
IPG
– –
-347,608
IQLT icon
1295
iShares MSCI Intl Quality Factor ETF
IQLT
$12.5B
– –
-125,689
K
1296
DELISTED
Kellanova
K
– –
-3,695
KFY icon
1297
Korn Ferry
KFY
$3.3B
– –
-46,211
KJUL icon
1298
Innovator US Small Cap Power Buffer ETF July
KJUL
$132M
– –
-9,831
KMPR icon
1299
Kemper
KMPR
$1.9B
– –
-48,378
KNSA icon
1300
Kiniksa Pharmaceuticals
KNSA
$3.58B
– –
-9,941
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