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
426
$1.59M 0.03%
34,894
+12,124
427
$1.57M 0.03%
31,694
+10,349
428
$1.56M 0.03%
8,151
+80
429
$1.55M 0.03%
1,678
-116
430
$1.55M 0.03%
1,859
+423
431
$1.55M 0.03%
5,840
+43
432
$1.55M 0.03%
30,290
-3,662
433
$1.54M 0.03%
26,646
-999
434
$1.54M 0.03%
42,502
+2,764
435
$1.53M 0.03%
45,520
-7,186
436
$1.53M 0.03%
46,132
-1,372
437
$1.53M 0.03%
11,325
-415
438
$1.53M 0.03%
5,515
+996
439
$1.53M 0.03%
3,086
-539
440
$1.52M 0.03%
67,227
+1,821
441
$1.5M 0.03%
16,348
-1,423
442
$1.5M 0.03%
31,127
+5,886
443
$1.5M 0.03%
13,410
+718
444
$1.47M 0.03%
32,267
+4,104
445
$1.47M 0.03%
28,767
+22,336
446
$1.46M 0.03%
11,051
-54
447
$1.45M 0.03%
10,343
+18
448
$1.44M 0.03%
46,383
+20,552
449
$1.44M 0.03%
13,129
+7,299
450
$1.43M 0.03%
18,318
+1,652
16 17
18
19 20