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
451
$807K 0.03%
9,748
+4,812
452
$801K 0.03%
+10,456
453
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15,141
+135
454
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455
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15,392
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456
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5,998
457
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15,193
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458
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459
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30,651
-2,150
460
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461
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12,217
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462
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9,970
-2,673
463
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8,193
-1,174
464
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19,477
465
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+16,981
466
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90,763
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467
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12,912
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471
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+9,028
473
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21,971
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474
$739K 0.03%
42,493
+1,655
475
$736K 0.03%
25,964
+1,487
17 18
19
20 21