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
326
$1M 0.05%
3,419
-197
327
$1M 0.05%
12,015
-2,095
328
$999K 0.05%
11,432
-1,064
329
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26,603
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330
$996K 0.05%
70,533
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331
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49,320
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332
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9,310
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333
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334
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15,995
+1,301
335
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336
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90,011
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337
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15,614
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338
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55,229
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339
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52,746
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340
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343
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27,364
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345
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346
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347
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45,276
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$901K 0.04%
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349
$899K 0.04%
+96,220
350
$895K 0.04%
4,308
+695
12 13
14
15 16