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
451
$1.43M 0.03%
+29,662
452
$1.42M 0.03%
28,552
-352
453
$1.41M 0.03%
32,548
-243
454
$1.41M 0.03%
16,824
+139
455
$1.41M 0.03%
3,288
+31
456
$1.39M 0.03%
10,516
+2,917
457
$1.39M 0.03%
27,066
-1,071
458
$1.38M 0.03%
27,273
-51,862
459
$1.38M 0.03%
5,338
-243
460
$1.37M 0.03%
3,250
+452
461
$1.36M 0.03%
5,678
-24,421
462
$1.36M 0.03%
23,551
-5,183
463
$1.34M 0.03%
2,857
+49
464
$1.34M 0.03%
49,239
+7,093
465
$1.33M 0.03%
26,193
+3,093
466
$1.33M 0.03%
32,796
+27,102
467
$1.32M 0.03%
8,085
-19
468
$1.31M 0.03%
11,413
-5,363
469
$1.31M 0.03%
123,911
+33,138
470
$1.31M 0.03%
3,358
+66
471
$1.29M 0.03%
16,089
+1,040
472
$1.29M 0.03%
16,413
+2,802
473
$1.29M 0.03%
4,765
-2,570
474
$1.29M 0.03%
34,686
-8,265
475
$1.29M 0.03%
23,153
+4,888
17 18
19
20 21