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
401
$744K 0.04%
11,801
-38
402
$743K 0.04%
7,660
+4,424
403
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46,867
-10,820
404
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405
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3,409
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406
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13,990
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407
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9,754
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408
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16,985
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409
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410
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19,506
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411
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109,080
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412
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23,231
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413
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7,024
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414
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24,957
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415
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14,323
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419
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33,429
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420
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421
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422
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1,517
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423
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+32,750
424
$683K 0.03%
18,450
-425
425
$681K 0.03%
13,782
-3,673
15 16
17
18 19