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
276
$1.34M 0.06%
23,958
-1,282
277
$1.33M 0.06%
119,135
+33,330
278
$1.33M 0.06%
35,269
+5,132
279
$1.32M 0.06%
19,075
+89
280
$1.31M 0.06%
16,045
+3,750
281
$1.31M 0.06%
36,547
+2,034
282
$1.3M 0.06%
9,081
-289
283
$1.29M 0.06%
44,377
+5,387
284
$1.29M 0.06%
50,731
-3,328
285
$1.28M 0.06%
15,672
-1,284
286
$1.27M 0.06%
41,064
+4,169
287
$1.27M 0.06%
42,200
+2,650
288
$1.27M 0.06%
10,042
-30
289
$1.26M 0.06%
35,225
-48
290
$1.23M 0.06%
13,336
+5,795
291
$1.23M 0.06%
31,667
-4,935
292
$1.21M 0.06%
4,501
+12
293
$1.2M 0.06%
9,012
-1,119
294
$1.19M 0.06%
89,471
+1,283
295
$1.19M 0.06%
+39,000
296
$1.19M 0.06%
16,256
+1,647
297
$1.19M 0.06%
15,152
-369
298
$1.19M 0.06%
108,330
299
$1.19M 0.06%
23,278
+1,468
300
$1.17M 0.06%
10,946
-132
10 11
12
13 14