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
301
$1.47M 0.06%
42,650
-1,780
302
$1.46M 0.06%
30,253
+24,604
303
$1.46M 0.06%
+15,898
304
$1.45M 0.06%
16,695
-409
305
$1.45M 0.06%
+33,033
306
$1.44M 0.06%
+57,402
307
$1.44M 0.06%
34,461
-3,991
308
$1.43M 0.06%
13,596
-859
309
$1.43M 0.06%
14,827
-202
310
$1.42M 0.06%
10,000
311
$1.4M 0.06%
46,916
+674
312
$1.4M 0.06%
+10,562
313
$1.4M 0.06%
22,546
-447
314
$1.38M 0.06%
109,381
-15,727
315
$1.38M 0.06%
+71,258
316
$1.38M 0.06%
+28,136
317
$1.37M 0.06%
40,206
-2,111
318
$1.36M 0.06%
42,593
+21,542
319
$1.36M 0.06%
35,112
+1,907
320
$1.34M 0.06%
10,167
+471
321
$1.34M 0.06%
11,707
+8,096
322
$1.33M 0.06%
17,376
-1,489
323
$1.33M 0.06%
+35,587
324
$1.32M 0.06%
+33,644
325
$1.32M 0.06%
23,533
+470
11 12
13
14 15