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
326
$1.31M 0.06%
10,154
-4,043
327
$1.31M 0.05%
3,276
+1,336
328
$1.3M 0.05%
34,245
+25,205
329
$1.3M 0.05%
8,184
-585
330
$1.29M 0.05%
17,116
+2,558
331
$1.29M 0.05%
17,002
+12,822
332
$1.29M 0.05%
26,247
+649
333
$1.28M 0.05%
39,840
-2,137
334
$1.27M 0.05%
6,049
+3,986
335
$1.26M 0.05%
87,664
-1,277
336
$1.25M 0.05%
+10,871
337
$1.25M 0.05%
17,888
+324
338
$1.25M 0.05%
13,677
-951
339
$1.24M 0.05%
8,914
-4,090
340
$1.24M 0.05%
11,926
-300
341
$1.24M 0.05%
4,474
-586
342
$1.24M 0.05%
+25,886
343
$1.23M 0.05%
13,426
-1,138
344
$1.23M 0.05%
23,701
+137
345
$1.22M 0.05%
40,980
-7,041
346
$1.22M 0.05%
24,177
-6,070
347
$1.21M 0.05%
16,657
-301
348
$1.21M 0.05%
9,951
+7,520
349
$1.19M 0.05%
6,376
+387
350
$1.18M 0.05%
24,706
+577
12 13
14
15 16