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
251
$1.91M 0.08%
8,376
-420
252
$1.91M 0.08%
37,576
-30,572
253
$1.91M 0.08%
719
-3,934
254
$1.88M 0.08%
46,654
+11,509
255
$1.83M 0.08%
16,891
+12,283
256
$1.82M 0.08%
58,351
-93,739
257
$1.81M 0.08%
36,121
+28,215
258
$1.81M 0.08%
8,517
-1,080
259
$1.77M 0.07%
+18,544
260
$1.77M 0.07%
44,669
+13,913
261
$1.76M 0.07%
58,325
-535
262
$1.76M 0.07%
+195,584
263
$1.73M 0.07%
62,882
+36,112
264
$1.72M 0.07%
21,414
+9,668
265
$1.71M 0.07%
15,877
+11,148
266
$1.71M 0.07%
+11,000
267
$1.7M 0.07%
17,998
+15,254
268
$1.67M 0.07%
19,011
-3,142
269
$1.66M 0.07%
33,409
+267
270
$1.66M 0.07%
85,120
+74,112
271
$1.65M 0.07%
62,112
+135
272
$1.65M 0.07%
11,638
+8,282
273
$1.64M 0.07%
8,049
+3,396
274
$1.63M 0.07%
9,490
+54
275
$1.62M 0.07%
4,567
-1,480
9 10
11
12 13