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
476
$1.29M 0.03%
2,798
-173
477
$1.27M 0.03%
52,836
+10,943
478
$1.27M 0.03%
12,724
-428
479
$1.26M 0.03%
45,591
+1,542
480
$1.26M 0.03%
4,441
+135
481
$1.26M 0.03%
32,161
-6,214
482
$1.24M 0.03%
5,085
+43
483
$1.24M 0.03%
8,899
+47
484
$1.23M 0.03%
16,381
+2,546
485
$1.23M 0.03%
49,716
-6,708
486
$1.22M 0.03%
55,291
+521
487
$1.22M 0.03%
31,097
-987
488
$1.22M 0.03%
15,305
-555
489
$1.21M 0.03%
57,357
-2,292
490
$1.2M 0.03%
74,293
-4,146
491
$1.2M 0.03%
8,848
+5
492
$1.18M 0.02%
20,591
+532
493
$1.18M 0.02%
7,864
+2,667
494
$1.18M 0.02%
19,316
-457
495
$1.18M 0.02%
31,057
+20,601
496
$1.17M 0.02%
22,370
-2,686
497
$1.16M 0.02%
93,986
-1,453
498
$1.16M 0.02%
16,103
+2,179
499
$1.14M 0.02%
55,580
+11,668
500
$1.14M 0.02%
27,225
-2,344
18 19
20
21 22