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
$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
PAAS icon
1276
Pan American Silver
PAAS
$23.3B
– –
0
RGTI icon
1277
Rigetti Computing
RGTI
$8.93B
– –
-8,509
SNDL icon
1278
Sundial Growers
SNDL
$375M
– –
-79,238
SPOT icon
1279
Spotify
SPOT
$103B
– –
-518
SSD icon
1280
Simpson Manufacturing
SSD
$7.73B
– –
-1,220
SSO icon
1281
ProShares Ultra S&P500
SSO
$8.45B
– –
-4,018
VPL icon
1282
Vanguard FTSE Pacific ETF
VPL
$9.07B
– –
-65,895
VRSN icon
1283
VeriSign
VRSN
$27.1B
– –
-809
ULTY icon
1284
YieldMax Ultra Option Income Strategy ETF
ULTY
$871M
– –
-3,481
GAUZ
1285
Gauzy
GAUZ
$12.6M
– –
-20,265
XOVR
1286
EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF
XOVR
$2B
– –
-17,322
APOC
1287
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$66.9M
– –
-11,623
CBTJ
1288
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January
CBTJ
$20.4M
– –
-9,163
SLSN
1289
Solesence Inc
SLSN
$98.2M
– –
-30,770
TPC
1290
Tutor Perini Cor
TPC
$3.91B
– –
-6,841
CBTY
1291
Calamos Bitcoin 80 Series Structured Alt Protection ETF - July
CBTY
$13.7M
– –
-40,496
DDFS
1292
Innovator Equity Dual Directional 15 Buffer ETF - September
DDFS
$49.4M
– –
-15,251
TLRY icon
1293
Tilray
TLRY
$643M
– –
-1,284
TNL icon
1294
Travel + Leisure Co
TNL
$4.47B
– –
-9,954
USFD icon
1295
US Foods
USFD
$17.8B
– –
-3,407
UWM icon
1296
ProShares Ultra Russell2000
UWM
$251M
– –
-4,919
VRTS icon
1297
Virtus Investment Partners
VRTS
$984M
– –
-17,404
WHR icon
1298
Whirlpool
WHR
$2.66B
– –
-2,886
UTF.RT
1299
DELISTED
Cohen & Steers Infrastructure Fund Rights exp Oct 16 2025
UTF.RT
– –
-23,537
BBEU icon
1300
JPMorgan BetaBuilders Europe ETF
BBEU
$9.14B
– –
-80,050
50 51
52
53 54