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
426
$932K 0.04%
18,624
+10,748
427
$925K 0.04%
9,188
+3,937
428
$922K 0.04%
30,702
-1,353
429
$921K 0.04%
96,715
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430
$920K 0.04%
38,680
-7,176
431
$917K 0.04%
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432
$913K 0.04%
10,683
-7,552
433
$913K 0.04%
13,655
-1,628
434
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+43,703
435
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32,639
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436
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47,068
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437
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17,163
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438
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17,440
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439
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+16,900
440
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7,954
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441
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11,164
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6,711
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444
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24,009
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445
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4,957
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446
$821K 0.03%
11,481
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447
$817K 0.03%
39,262
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448
$815K 0.03%
19,817
-9,503
449
$814K 0.03%
+27,863
450
$807K 0.03%
8,765
+2,267
16 17
18
19 20