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
476
$556K 0.03%
2,102
+209
477
$554K 0.03%
3,108
+249
478
$552K 0.03%
19,477
479
$544K 0.03%
23,573
+2,305
480
$542K 0.03%
12,337
+240
481
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3,517
-5,689
482
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5,031
-180
483
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17,122
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484
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18,589
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485
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6,599
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486
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18,473
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487
$531K 0.03%
20,083
-3,972
488
$528K 0.03%
5,487
-246
489
$528K 0.03%
17,926
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490
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491
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46,998
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492
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21,853
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493
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10,458
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494
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45,350
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495
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16,352
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496
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+4,387
497
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19,975
+1,160
498
$511K 0.02%
8,462
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499
$509K 0.02%
14,312
-295
500
$508K 0.02%
37,158
+1,008
18 19
20
21 22