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
276
$3.12M 0.07%
18,992
-1,606
277
$3.1M 0.07%
68,531
+2,029
278
$3.07M 0.06%
308,723
+223,364
279
$3.06M 0.06%
89,750
+10,432
280
$3.03M 0.06%
33,523
-285,620
281
$3.03M 0.06%
14,991
+381
282
$3.03M 0.06%
19,773
-804
283
$3.01M 0.06%
53,182
+7,023
284
$3M 0.06%
7,387
+5,898
285
$3M 0.06%
33,260
-1,404
286
$2.97M 0.06%
65,567
-8,851
287
$2.97M 0.06%
30,417
-38,697
288
$2.95M 0.06%
26,333
+4,495
289
$2.95M 0.06%
15,547
-274
290
$2.94M 0.06%
16,935
+849
291
$2.93M 0.06%
23,655
+2,149
292
$2.93M 0.06%
40,327
+1,637
293
$2.82M 0.06%
9,334
+1,004
294
$2.81M 0.06%
30,822
+14,647
295
$2.81M 0.06%
25,421
-3,184
296
$2.8M 0.06%
35,826
-244
297
$2.75M 0.06%
50,392
-266
298
$2.75M 0.06%
40,871
+14,981
299
$2.72M 0.06%
37,735
-3,000
300
$2.69M 0.06%
42,691
+111
10 11
12
13 14