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
26
$13.7M 0.65%
169,060
+96,934
27
$13.5M 0.64%
375,498
-35,358
28
$13.4M 0.63%
75,296
+3,788
29
$13M 0.62%
141,611
+29,491
30
$12.8M 0.61%
89,327
-6,299
31
$12.6M 0.6%
94,244
-2,682
32
$12M 0.57%
240,194
+15,352
33
$11.7M 0.55%
121,381
-12,722
34
$11.4M 0.54%
462,080
-28,268
35
$11.3M 0.53%
52,499
+3,688
36
$11M 0.52%
47,877
-10,530
37
$10.9M 0.52%
183,959
+65,251
38
$10.8M 0.51%
192,104
+135,432
39
$10.7M 0.51%
102,553
-12,349
40
$10.7M 0.51%
428,357
-26,358
41
$10.5M 0.5%
359,056
-17,957
42
$10.3M 0.49%
122,543
+4,436
43
$10.3M 0.49%
106,066
+4,530
44
$10.2M 0.49%
28,560
+8,488
45
$10.2M 0.49%
45,360
+1,588
46
$9.78M 0.46%
101,694
+5,794
47
$9.74M 0.46%
72,042
-16,629
48
$9.62M 0.46%
110,142
-5,396
49
$9.54M 0.45%
29,073
+806
50
$9.25M 0.44%
+100,981
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