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
251
$3.37M 0.07%
+110,359
252
$3.36M 0.07%
27,739
-324
253
$3.34M 0.07%
82,130
+35,711
254
$3.33M 0.07%
14,927
+1,017
255
$3.32M 0.07%
37,811
+9,339
256
$3.31M 0.07%
17,925
-59
257
$3.31M 0.07%
55,725
+50,751
258
$3.3M 0.07%
13,898
+735
259
$3.28M 0.07%
13,990
-8,438
260
$3.27M 0.07%
+65,452
261
$3.26M 0.07%
85,751
-15,926
262
$3.23M 0.07%
+48,573
263
$3.22M 0.07%
+35,409
264
$3.22M 0.07%
69,246
+12,339
265
$3.22M 0.07%
21,187
-2,790
266
$3.22M 0.07%
+94,888
267
$3.2M 0.07%
41,039
+9,481
268
$3.2M 0.07%
32,258
+507
269
$3.2M 0.07%
29,176
+52
270
$3.19M 0.07%
+35,876
271
$3.19M 0.07%
+54,816
272
$3.17M 0.07%
31,251
-56
273
$3.16M 0.07%
18,692
+123
274
$3.15M 0.07%
+36,704
275
$3.15M 0.07%
125,233
+48,886
9 10
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