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
376
$1.08M 0.05%
30,818
-2,659
377
$1.08M 0.05%
92,705
+608
378
$1.08M 0.05%
67,023
-1,833
379
$1.08M 0.05%
43,303
+32,845
380
$1.08M 0.05%
2,727
+2,141
381
$1.08M 0.05%
25,713
-1,266
382
$1.08M 0.05%
+50,157
383
$1.08M 0.05%
3,236
-101
384
$1.07M 0.04%
10,977
-2,418
385
$1.07M 0.04%
5,620
-994
386
$1.06M 0.04%
+47,927
387
$1.06M 0.04%
53,355
+33,380
388
$1.05M 0.04%
4,855
-56
389
$1.03M 0.04%
6,006
+661
390
$1.03M 0.04%
16,448
+80
391
$1.02M 0.04%
58,350
-1,040
392
$1.01M 0.04%
5,657
+2,545
393
$1.01M 0.04%
21,612
-2,138
394
$1.01M 0.04%
+50,784
395
$1.01M 0.04%
6,363
+130
396
$1.01M 0.04%
4,064
-86
397
$1M 0.04%
24,175
-173,149
398
$1M 0.04%
11,665
-377
399
$997K 0.04%
+31,596
400
$995K 0.04%
13,245
-1,523
14 15
16
17 18