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
301
$1.17M 0.06%
26,874
+486
302
$1.16M 0.05%
49,922
+42
303
$1.15M 0.05%
43,192
-1,057
304
$1.14M 0.05%
29,060
-100
305
$1.14M 0.05%
694
-27
306
$1.14M 0.05%
+62,797
307
$1.13M 0.05%
3,396
-40
308
$1.13M 0.05%
3,541
-172
309
$1.12M 0.05%
41,680
-1,698
310
$1.12M 0.05%
22,524
+217
311
$1.11M 0.05%
75,014
-2,970
312
$1.11M 0.05%
58,247
+8,783
313
$1.11M 0.05%
14,920
+8,428
314
$1.08M 0.05%
11,954
-344
315
$1.07M 0.05%
30,066
+413
316
$1.06M 0.05%
12,318
+259
317
$1.05M 0.05%
13,677
+12,389
318
$1.05M 0.05%
12,689
-926
319
$1.05M 0.05%
46,378
-658
320
$1.05M 0.05%
51,130
-21,000
321
$1.05M 0.05%
24,918
+9,393
322
$1.04M 0.05%
14,774
+1,844
323
$1.04M 0.05%
28,370
+429
324
$1.03M 0.05%
30,233
-2,888
325
$1.03M 0.05%
10,000
11 12
13
14 15