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
26
$15M 0.63%
151,571
+58,540
27
$14.9M 0.62%
135,770
+1,000
28
$14.7M 0.62%
529,380
-59,310
29
$14.4M 0.6%
259,715
+7,374
30
$14.4M 0.6%
88,074
-125
31
$14.2M 0.6%
141,994
+6,285
32
$13.9M 0.58%
62,079
+39,988
33
$13.7M 0.57%
104,980
-810
34
$13M 0.55%
81,530
-6,931
35
$12.8M 0.54%
214,902
+18,184
36
$12.7M 0.53%
34,863
+2,328
37
$12.3M 0.52%
235,570
+9,291
38
$12.1M 0.51%
60,813
-8,578
39
$12.1M 0.51%
120,765
-293,515
40
$12M 0.51%
129,657
-8,128
41
$12M 0.5%
60,901
-1,534
42
$11.7M 0.49%
37,808
+10,513
43
$11.7M 0.49%
384,859
-41,497
44
$11.6M 0.49%
152,461
+134,181
45
$11.4M 0.48%
27,640
-2,071
46
$11.3M 0.47%
302,282
+199,750
47
$11.3M 0.47%
29,999
+1,290
48
$11.2M 0.47%
102,126
-7,681
49
$11.2M 0.47%
72,580
-2,664
50
$10.9M 0.46%
430,332
-19,026
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