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
401
$994K 0.04%
+26,318
402
$993K 0.04%
+11,335
403
$986K 0.04%
9,415
-462
404
$984K 0.04%
17,528
+446
405
$983K 0.04%
+14,030
406
$981K 0.04%
+62,639
407
$978K 0.04%
+28,718
408
$976K 0.04%
53,403
+465
409
$974K 0.04%
23,449
+461
410
$973K 0.04%
41,494
-4,794
411
$968K 0.04%
+33,637
412
$966K 0.04%
74,402
+235
413
$966K 0.04%
+24,534
414
$964K 0.04%
32,694
+49
415
$963K 0.04%
+19,515
416
$961K 0.04%
8,743
+2,823
417
$961K 0.04%
15,771
+6,107
418
$959K 0.04%
+16,451
419
$954K 0.04%
33,025
-43
420
$938K 0.04%
53,549
-7,996
421
$934K 0.04%
38,594
-97,634
422
$933K 0.04%
44,504
-3,658
423
$933K 0.04%
50,354
-1,222
424
$933K 0.04%
36,005
+3,233
425
$932K 0.04%
121,177
+88,253
15 16
17
18 19