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
326
$2.47M 0.05%
42,450
-7,140
327
$2.44M 0.05%
126,333
-382
328
$2.41M 0.05%
+62,209
329
$2.41M 0.05%
19,469
-574
330
$2.4M 0.05%
76,289
-3,620
331
$2.39M 0.05%
29,821
+859
332
$2.36M 0.05%
198,002
+147,658
333
$2.36M 0.05%
2,914
+57
334
$2.36M 0.05%
26,767
+2,124
335
$2.36M 0.05%
2,638
+196
336
$2.35M 0.05%
4,117
-23
337
$2.32M 0.05%
25,330
-2,658
338
$2.29M 0.05%
16,928
-54,956
339
$2.29M 0.05%
+41,303
340
$2.28M 0.05%
8,146
+684
341
$2.28M 0.05%
18,808
+2,747
342
$2.28M 0.05%
17,342
+845
343
$2.27M 0.05%
112,242
-5,094
344
$2.27M 0.05%
28,609
+3,782
345
$2.27M 0.05%
67,431
+1,523
346
$2.24M 0.05%
110,000
+71,396
347
$2.23M 0.05%
10,000
348
$2.23M 0.05%
21,799
+152
349
$2.22M 0.05%
10,599
-151
350
$2.21M 0.05%
+34,359
12 13
14
15 16