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
351
$1.18M 0.05%
18,947
-360
352
$1.17M 0.05%
21,701
+196
353
$1.17M 0.05%
7,837
-192,889
354
$1.16M 0.05%
26,507
+1,209
355
$1.16M 0.05%
+11,387
356
$1.16M 0.05%
29,060
357
$1.16M 0.05%
12,704
-274
358
$1.14M 0.05%
42,800
+4,478
359
$1.14M 0.05%
44,320
+18,544
360
$1.14M 0.05%
30,081
-174
361
$1.13M 0.05%
9,623
362
$1.12M 0.05%
9,581
+67
363
$1.11M 0.05%
+14,145
364
$1.11M 0.05%
+13,250
365
$1.11M 0.05%
2,385
+337
366
$1.1M 0.05%
28,943
-2,165
367
$1.1M 0.05%
96,441
-479
368
$1.1M 0.05%
19,100
+9,142
369
$1.1M 0.05%
48,660
-1,578
370
$1.1M 0.05%
+19,409
371
$1.1M 0.05%
6,589
+171
372
$1.09M 0.05%
+9,931
373
$1.09M 0.05%
8,234
+4,207
374
$1.09M 0.05%
15,215
+8,490
375
$1.09M 0.05%
+37,343
13 14
15
16 17