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
501
$506K 0.02%
21,787
-163
502
$505K 0.02%
+5,779
503
$505K 0.02%
8,016
+684
504
$503K 0.02%
6,340
+335
505
$502K 0.02%
5,856
+12
506
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3,830
-202
507
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12,567
508
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4,547
+13
509
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2,421
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510
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+6,133
511
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13,057
512
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6,039
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513
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17,617
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514
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10,703
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515
$466K 0.02%
9,201
-2,372
516
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517
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518
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519
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520
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6,697
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521
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28,366
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522
$452K 0.02%
33,507
-242
523
$452K 0.02%
10,670
-19,398
524
$451K 0.02%
3,298
-117
525
$449K 0.02%
+5,939
19 20
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