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
351
$890K 0.04%
2,357
+31
352
$883K 0.04%
37,150
+6,419
353
$881K 0.04%
2,593
+283
354
$880K 0.04%
4,258
-28
355
$878K 0.04%
4,827
+750
356
$876K 0.04%
33,287
+217
357
$875K 0.04%
6,812
+384
358
$873K 0.04%
5,846
+522
359
$866K 0.04%
11,132
+2,974
360
$860K 0.04%
5,260
+22
361
$858K 0.04%
12,611
-195,933
362
$852K 0.04%
12,056
-3,686
363
$852K 0.04%
11,260
+3,970
364
$850K 0.04%
46,899
-625
365
$847K 0.04%
60,190
+4,120
366
$846K 0.04%
44,764
-2,046
367
$842K 0.04%
36,425
-4,822
368
$841K 0.04%
19,530
-10,920
369
$838K 0.04%
51,142
+10,565
370
$836K 0.04%
+12,098
371
$831K 0.04%
36,521
+9,377
372
$831K 0.04%
32,578
+1,763
373
$830K 0.04%
8,355
+30
374
$829K 0.04%
90,613
-7,948
375
$828K 0.04%
5,021
+391
13 14
15
16 17