KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.55B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
+$79.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$24.8M
3
+$24.3M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$19.7M
5
GE icon
GE Aerospace
GE
+$10.2M

Top Sells

1
+$31.4M
2
+$29.5M
3
+$28.8M
4
MPRO icon
Monarch ProCap Index ETF
MPRO
+$27.3M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$26.2M

Sector Composition

1 Technology 12.86%
2 Healthcare 6.65%
3 Consumer Discretionary 6.48%
4 Financials 6.22%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.18M 0.09%
79,957
-3,079
227
$2.18M 0.09%
58,207
-1,597
228
$2.17M 0.09%
6,646
+3,183
229
$2.15M 0.09%
111,619
+7
230
$2.12M 0.09%
21,909
-476
231
$2.07M 0.09%
37,809
+996
232
$2.07M 0.09%
15,346
-3,500
233
$2.06M 0.09%
41,528
-30,408
234
$2.05M 0.09%
40,729
-5,108
235
$2.04M 0.09%
7,128
-2,804
236
$2.02M 0.08%
75,180
-3,128
237
$2.01M 0.08%
14,997
-26,238
238
$2.01M 0.08%
42,795
-13,660
239
$2M 0.08%
4,816
-946
240
$2M 0.08%
+70,721
241
$1.98M 0.08%
39,221
+11,990
242
$1.98M 0.08%
74,711
+832
243
$1.97M 0.08%
27,504
+6,472
244
$1.96M 0.08%
80,379
+26,871
245
$1.96M 0.08%
25,657
+90
246
$1.95M 0.08%
3,572
-719
247
$1.94M 0.08%
6,328
+3,493
248
$1.94M 0.08%
43,028
+1,520
249
$1.92M 0.08%
7,547
+138
250
$1.91M 0.08%
29,630
+17,352
8 9
10
11 12