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
376
$1.96M 0.04%
87,942
-8,290
377
$1.94M 0.04%
77,651
-1,999
378
$1.94M 0.04%
+36,693
379
$1.93M 0.04%
9,889
+775
380
$1.93M 0.04%
+102,566
381
$1.93M 0.04%
+40,524
382
$1.92M 0.04%
106,677
-5,315
383
$1.9M 0.04%
89,100
-71,254
384
$1.9M 0.04%
9,501
-64,232
385
$1.89M 0.04%
8,933
+2,931
386
$1.89M 0.04%
23,568
-1,238
387
$1.89M 0.04%
20,949
+2,197
388
$1.88M 0.04%
7,018
+1,103
389
$1.86M 0.04%
50,952
+3,443
390
$1.83M 0.04%
22,807
-465
391
$1.82M 0.04%
14,001
+9,231
392
$1.82M 0.04%
58,086
-9,634
393
$1.82M 0.04%
18,178
-1,369
394
$1.82M 0.04%
12,797
-774
395
$1.82M 0.04%
67,770
-496
396
$1.81M 0.04%
14,259
+349
397
$1.81M 0.04%
52,411
-2,496
398
$1.8M 0.04%
20,956
+3,337
399
$1.8M 0.04%
45,720
-2,053
400
$1.78M 0.04%
4,590
+72
14 15
16
17 18