KWM
Kingsview Wealth Management Portfolio holdings
AUM
$6.94B
1-Year Est. Return
16.15%
This Fund
S&P 500
1 Year Est. Return
+16.15%
AUM
$6.94B
AUM Growth
+$392M
(+6%)
Holding
1,342
Top Buys
| 1 | +$47.6M | |
| 2 | +$47.4M | |
| 3 | +$46.6M | |
| 4 |
Apple
AAPL
|
+$44.9M |
| 5 |
Monarch ProCap Index ETF
MPRO
|
+$17M |
Top Sells
| 1 | +$53.1M | |
| 2 | +$41.2M | |
| 3 | +$30.8M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$30.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Willis Towers Watson
WTW
$29B
| $8.79M | 0.13% |
26,762
-3,235
|
|
||
152
Cognizant
CTSH
$31.1B
| $8.78M | 0.13% |
105,727
-20,728
|
|
||
153
Global X Uranium ETF
URA
$7.34B
| $8.76M | 0.13% |
205,062
+143,033
|
|
||
154
Genpact
G
$6.95B
| $8.76M | 0.13% |
187,236
-25,840
|
|
||
155
Lam Research
LRCX
$278B
| $8.74M | 0.13% |
51,078
-1,838
|
|
||
156
Ovintiv
OVV
$14.7B
| $8.71M | 0.13% |
222,234
-112,807
|
|
||
157
Diamondback Energy
FANG
$50.3B
| $8.67M | 0.13% |
57,691
-12,416
|
|
||
158
Invesco AAA CLO Floating Rate Note ETF
ICLO
$417M
| $8.62M | 0.12% |
337,345
-12,516
|
|
||
159
Vanguard Information Technology ETF
VGT
$110B
| $8.61M | 0.12% |
11,420
+385
|
|
||
160
PGIM AAA CLO ETF
PAAA
$7.48B
| $8.51M | 0.12% |
165,927
+42,360
|
|
||
161
Lockheed Martin
LMT
$153B
| $8.5M | 0.12% |
17,582
-55
|
|
||
162
Vanguard Real Estate ETF
VNQ
$36.7B
| $8.49M | 0.12% |
95,937
+7,585
|
|
||
163
Truist Financial
TFC
$62B
| $8.35M | 0.12% |
169,646
+3,311
|
|
||
164
Pacer US Cash Cows 100 ETF
COWZ
$18.9B
| $8.34M | 0.12% |
138,555
+44,984
|
|
||
165
General Mills
GIS
$23.2B
| $8.2M | 0.12% |
176,256
-26,493
|
|
||
166
Ingredion
INGR
$7.16B
| $8.12M | 0.12% |
+73,675
|
|
||
167
RTX Corp
RTX
$280B
| $8.09M | 0.12% |
44,112
+966
|
|
||
168
Factset
FDS
$8.36B
| $8.06M | 0.12% |
27,765
+25,593
|
|
||
169
State Street SPDR S&P Semiconductor ETF
XSD
$1.69B
| $7.95M | 0.11% |
24,717
+19,033
|
|
||
170
Bunge Global
BG
$22.3B
| $7.95M | 0.11% |
89,192
-30,823
|
|
||
171
AT&T
T
$203B
| $7.89M | 0.11% |
317,561
+50,214
|
|
||
172
PepsiCo
PEP
$224B
| $7.86M | 0.11% |
54,773
+5,811
|
|
||
173
Simon Property Group
SPG
$66.1B
| $7.83M | 0.11% |
42,302
+736
|
|
||
174
Capital Group Core Bond ETF
CGCB
$4.3B
| $7.82M | 0.11% |
294,911
+27,332
|
|
||
175
CrowdStrike
CRWD
$103B
| $7.8M | 0.11% |
16,631
+1,428
|
|