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
$4.75B
AUM Growth
+$522M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,170
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$33.2M
3
+$25.8M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$18.8M
5
MPRO icon
Monarch ProCap Index ETF
MPRO
+$12.9M

Top Sells

1
+$43.2M
2
+$25.8M
3
+$12.9M
4
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$10.4M
5
FNF icon
Fidelity National Financial
FNF
+$9.66M

Sector Composition

1 Technology 12.97%
2 Financials 5.62%
3 Consumer Discretionary 5.43%
4 Healthcare 5.36%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.1M 0.09%
13,049
-739
227
$4.07M 0.09%
158,882
+68,984
228
$4.05M 0.09%
9,004
-8
229
$4M 0.08%
68,087
-55,709
230
$3.98M 0.08%
24,430
+982
231
$3.94M 0.08%
164,452
-193,199
232
$3.92M 0.08%
44,648
+6,385
233
$3.92M 0.08%
86,069
+7,320
234
$3.91M 0.08%
34,109
+26,510
235
$3.89M 0.08%
168,350
+63,895
236
$3.89M 0.08%
46,518
+158
237
$3.88M 0.08%
242,042
+57,184
238
$3.81M 0.08%
10,787
+240
239
$3.81M 0.08%
136,961
+94,550
240
$3.77M 0.08%
82,499
+3,013
241
$3.75M 0.08%
73,368
+43,437
242
$3.67M 0.08%
89,187
-6,966
243
$3.66M 0.08%
11,195
+9,807
244
$3.65M 0.08%
+91,414
245
$3.65M 0.08%
24,661
+21,807
246
$3.58M 0.08%
123,629
-171,822
247
$3.49M 0.07%
20,444
-4,788
248
$3.46M 0.07%
4,470
+32
249
$3.42M 0.07%
+47,275
250
$3.42M 0.07%
40,855
+1,801
8 9
10
11 12