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
376
$817K 0.04%
49,086
-14,189
377
$814K 0.04%
15,889
+3,806
378
$813K 0.04%
23,894
+11,786
379
$810K 0.04%
10,657
-85
380
$809K 0.04%
10,562
-744
381
$808K 0.04%
164,289
-13,396
382
$805K 0.04%
47,694
+807
383
$799K 0.04%
+8,000
384
$797K 0.04%
2,852
-477
385
$794K 0.04%
17,230
-240
386
$788K 0.04%
32,979
+1,091
387
$788K 0.04%
5,306
+2,764
388
$787K 0.04%
8,194
-93
389
$785K 0.04%
15,280
-3,723
390
$783K 0.04%
17,161
-8,509
391
$776K 0.04%
2,873
+107
392
$772K 0.04%
7,518
+231
393
$771K 0.04%
13,726
+1,709
394
$769K 0.04%
11,021
-92
395
$764K 0.04%
13,890
+1,223
396
$758K 0.04%
15,480
+1,945
397
$756K 0.04%
+4,149
398
$753K 0.04%
+20,791
399
$752K 0.04%
32,423
+2,700
400
$748K 0.04%
5,013
+2,375
14 15
16
17 18