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
301
$2.68M 0.06%
21,187
+1,088
302
$2.66M 0.06%
45,182
+37,239
303
$2.65M 0.06%
10,126
+1,483
304
$2.65M 0.06%
+59,066
305
$2.62M 0.06%
16,833
-12,518
306
$2.61M 0.06%
14,591
+599
307
$2.61M 0.06%
+23,071
308
$2.61M 0.05%
+236,734
309
$2.57M 0.05%
8,618
+304
310
$2.56M 0.05%
70,380
+3,761
311
$2.55M 0.05%
68,155
-328
312
$2.55M 0.05%
26,642
+1,705
313
$2.55M 0.05%
21,392
-3,908
314
$2.54M 0.05%
52,973
+2,938
315
$2.54M 0.05%
55,331
+6,041
316
$2.53M 0.05%
55,623
+13,791
317
$2.51M 0.05%
24,321
+2,592
318
$2.51M 0.05%
+27,591
319
$2.51M 0.05%
21,318
-2,357
320
$2.5M 0.05%
22,866
-50,938
321
$2.5M 0.05%
46,465
+3,850
322
$2.49M 0.05%
5,229
+325
323
$2.49M 0.05%
11,992
+696
324
$2.49M 0.05%
52,369
-905
325
$2.49M 0.05%
23,611
-3,603
11 12
13
14 15