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
ADP icon
176
Automatic Data Processing
ADP
$80.7B
$7.71M 0.11%
29,981
+1,880
SPTL icon
177
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
$7.69M 0.11%
290,610
+262,230
IBIT icon
178
iShares Bitcoin Trust
IBIT
$60.9B
$7.69M 0.11%
154,821
+26,355
XSMO icon
179
Invesco S&P SmallCap Momentum ETF
XSMO
$2.56B
$7.68M 0.11%
106,667
+31,978
SIL icon
180
Global X Silver Miners ETF NEW
SIL
$5.79B
$7.65M 0.11%
91,553
+82,947
IWD icon
181
iShares Russell 1000 Value ETF
IWD
$74.8B
$7.58M 0.11%
36,056
+17,559
FEX icon
182
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.49B
$7.58M 0.11%
63,890
-6,923
LW icon
183
Lamb Weston
LW
$6.19B
$7.57M 0.11%
+180,641
DOX icon
184
Amdocs
DOX
$7.28B
$7.44M 0.11%
92,423
-19,338
OSK icon
185
Oshkosh
OSK
$9.26B
$7.43M 0.11%
+59,157
SILJ icon
186
Amplify Junior Silver Miners ETF
SILJ
$4.44B
$7.42M 0.11%
268,193
+258,684
GPK icon
187
Graphic Packaging
GPK
$2.91B
$7.42M 0.11%
492,459
+43,541
BAH icon
188
Booz Allen Hamilton
BAH
$9.86B
$7.41M 0.11%
87,873
-34,466
TJX icon
189
TJX Companies
TJX
$178B
$7.38M 0.11%
48,020
+235
COPX icon
190
Global X Copper Miners ETF NEW
COPX
$7.82B
$7.37M 0.11%
102,643
-13,799
FYT icon
191
First Trust Small Cap Value AlphaDEX Fund
FYT
$170M
$7.37M 0.11%
129,940
+36,329
XME icon
192
State Street SPDR S&P Metals & Mining ETF
XME
$4.86B
$7.33M 0.11%
70,785
-9,334
DUK icon
193
Duke Energy
DUK
$99.6B
$7.3M 0.11%
62,308
+8,761
BUFR icon
194
FT Vest Fund of Buffer ETFs
BUFR
$9.12B
$7.27M 0.1%
212,111
-7,250
GPIX icon
195
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$3.48B
$7.25M 0.1%
137,275
+133,191
HRB icon
196
H&R Block
HRB
$4.08B
$7.21M 0.1%
165,431
-27,831
PBW icon
197
Invesco WilderHill Clean Energy ETF
PBW
$471M
$7.16M 0.1%
234,565
+226,457
EVTR icon
198
Eaton Vance Total Return Bond ETF
EVTR
$5.12B
$7.16M 0.1%
139,053
+77,225
ASCE
199
Allspring SMID Core ETF
ASCE
$61M
$7.1M 0.1%
264,453
+18,443
FTCS icon
200
First Trust Capital Strength ETF
FTCS
$8.02B
$7.07M 0.1%
76,451
-1,530
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