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
276
$1.62M 0.07%
7,180
-937
277
$1.62M 0.07%
25,778
-3,594
278
$1.62M 0.07%
40,314
+4,752
279
$1.61M 0.07%
23,140
-122,586
280
$1.61M 0.07%
51,565
+24,150
281
$1.61M 0.07%
9,849
-392
282
$1.6M 0.07%
9,587
-2,280
283
$1.59M 0.07%
15,565
+12,066
284
$1.57M 0.07%
3,419
285
$1.57M 0.07%
44,384
-235
286
$1.56M 0.07%
24,697
-734
287
$1.55M 0.07%
30,843
-14,541
288
$1.55M 0.07%
28,768
-1,348
289
$1.55M 0.07%
+24,502
290
$1.54M 0.06%
+7,615
291
$1.54M 0.06%
64,770
292
$1.53M 0.06%
10,787
+8,657
293
$1.53M 0.06%
7,244
-2,020
294
$1.52M 0.06%
+24,582
295
$1.52M 0.06%
30,191
-45,556
296
$1.51M 0.06%
42,008
+60
297
$1.51M 0.06%
33,562
+5,285
298
$1.5M 0.06%
42,113
+19,891
299
$1.49M 0.06%
72,807
+7,750
300
$1.48M 0.06%
19,454
+11,276
10 11
12
13 14