KWM
Kingsview Wealth Management Portfolio holdings
AUM
$7.32B
1-Year Est. Return
16.09%
This Fund
S&P 500
1 Year Est. Return
+16.09%
AUM
$7.32B
AUM Growth
+$380M
(+5.5%)
Holding
1,409
Top Buys
| 1 | +$61.6M | |
| 2 | +$53.7M | |
| 3 | +$52.4M | |
| 4 |
Intuitive Surgical
ISRG
|
+$48.6M |
| 5 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$44.9M |
Top Sells
| 1 | +$48.2M | |
| 2 | +$47.8M | |
| 3 | +$47.6M | |
| 4 |
Booking.com
BKNG
|
+$38.2M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1401
J.M. Smucker
SJM
$10.7B
| – | – |
-2,956
|
|
||
1402
Global X SuperIncome Preferred ETF
SPFF
$145M
| – | – |
-10,000
|
|
||
1403
Skyworks Solutions
SWKS
$12.1B
| – | – |
-3,829
|
|
||
1404
Timken Company
TKR
$9.17B
| – | – |
-37,424
|
|
||
1405
Sprott Junior Uranium Miners ETF
URNJ
$421M
| – | – |
-254,131
|
|
||
1406
Valmont Industries
VMI
$10.6B
| – | – |
-7,086
|
|
||
1407
Vanguard Russell 1000 ETF
VONE
$8.07B
| – | – |
-1,451
|
|
||
1408
Xylem
XYL
$26.1B
| – | – |
-1,513
|
|
||
1409
Zurn Elkay Water Solutions
ZWS
$7.92B
| – | – |
-61,723
|
|