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
351
$2.2M 0.05%
13,116
+1,159
352
$2.2M 0.05%
37,101
+496
353
$2.19M 0.05%
29,851
+1,994
354
$2.19M 0.05%
21,332
+5,100
355
$2.19M 0.05%
8,303
+500
356
$2.18M 0.05%
104,743
+66,475
357
$2.17M 0.05%
8,718
+155
358
$2.16M 0.05%
+41,911
359
$2.16M 0.05%
46,694
-3,099
360
$2.15M 0.05%
+65,526
361
$2.14M 0.05%
+41,455
362
$2.13M 0.04%
+30,477
363
$2.13M 0.04%
14,253
+8,571
364
$2.13M 0.04%
39,023
-18,914
365
$2.12M 0.04%
27,099
+5,662
366
$2.11M 0.04%
23,931
+1,233
367
$2.1M 0.04%
+35,121
368
$2.09M 0.04%
4,260
-68
369
$2.08M 0.04%
+5,297
370
$2.05M 0.04%
4,146
+170
371
$2.05M 0.04%
91,528
-58,724
372
$2.02M 0.04%
31,218
+14,896
373
$2.02M 0.04%
75,864
+64,369
374
$2.01M 0.04%
25,233
-17,613
375
$1.96M 0.04%
108,408
+9,062
13 14
15
16 17