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
$2.11B
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$19M
3
+$17.8M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$13.6M
5
MPRO icon
Monarch ProCap Index ETF
MPRO
+$13.3M

Top Sells

1
+$13.3M
2
+$12.6M
3
+$10.6M
4
AAPL icon
Apple
AAPL
+$7.34M
5
NFLX icon
Netflix
NFLX
+$6.3M

Sector Composition

1 Technology 11.8%
2 Healthcare 7.28%
3 Financials 5.83%
4 Consumer Discretionary 5.64%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.64M 0.08%
33,333
-1,007
252
$1.62M 0.08%
29,834
-118
253
$1.6M 0.08%
7,274
-97
254
$1.6M 0.08%
67,052
-7,357
255
$1.6M 0.08%
9,983
+1,394
256
$1.58M 0.07%
49,799
-2,967
257
$1.57M 0.07%
34,130
-660
258
$1.56M 0.07%
14,913
-881
259
$1.56M 0.07%
9,497
-100
260
$1.55M 0.07%
54,110
+5,907
261
$1.55M 0.07%
10,166
+6
262
$1.55M 0.07%
49,241
+3,927
263
$1.54M 0.07%
26,536
+2,088
264
$1.54M 0.07%
31,171
-2,677
265
$1.52M 0.07%
8,102
+191
266
$1.49M 0.07%
59,821
-40,960
267
$1.46M 0.07%
+29,784
268
$1.42M 0.07%
15,586
+245
269
$1.4M 0.07%
34,976
-739
270
$1.39M 0.07%
20,870
-1,465
271
$1.38M 0.07%
6,535
-1,009
272
$1.38M 0.07%
42,295
+6,565
273
$1.38M 0.07%
3,424
-112
274
$1.36M 0.06%
22,126
+3,342
275
$1.34M 0.06%
22,359
-26,387
9 10
11
12 13