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
426
$681K 0.03%
+17,807
427
$680K 0.03%
43,623
+1,843
428
$678K 0.03%
12,498
-31
429
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14,021
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430
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16,821
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431
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32,213
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432
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433
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14,175
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434
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16,599
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435
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436
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101,753
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437
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15,789
438
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439
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23,010
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440
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39,340
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445
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14,639
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446
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18,819
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448
$624K 0.03%
14,006
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449
$621K 0.03%
31,335
+14,865
450
$620K 0.03%
+26,693
16 17
18
19 20