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
401
$1.78M 0.04%
16,325
+12,425
402
$1.78M 0.04%
30,899
+4,960
403
$1.77M 0.04%
75,603
+1,858
404
$1.76M 0.04%
84,253
+4,991
405
$1.74M 0.04%
6,043
+686
406
$1.74M 0.04%
7,150
+91
407
$1.74M 0.04%
4,164
-6
408
$1.73M 0.04%
34,020
+1,605
409
$1.71M 0.04%
10,673
+97
410
$1.71M 0.04%
6,723
+107
411
$1.71M 0.04%
25,941
-1,183
412
$1.7M 0.04%
30,028
+2,518
413
$1.69M 0.04%
8,439
+1,012
414
$1.69M 0.04%
14,358
+1,081
415
$1.69M 0.04%
33,556
+10,815
416
$1.67M 0.04%
19,923
+1,628
417
$1.67M 0.04%
58,693
+13,571
418
$1.66M 0.03%
39,343
+31,831
419
$1.65M 0.03%
30,095
+8,987
420
$1.6M 0.03%
15,444
+644
421
$1.6M 0.03%
16,676
+252
422
$1.6M 0.03%
13,351
-2,637
423
$1.6M 0.03%
38,646
-60,391
424
$1.59M 0.03%
37,991
+739
425
$1.59M 0.03%
49,457
+1,467
15 16
17
18 19