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
501
$659K 0.03%
28,180
-6,949
502
$658K 0.03%
11,457
-500
503
$652K 0.03%
7,091
-602
504
$652K 0.03%
20,614
+5,852
505
$650K 0.03%
10,803
+243
506
$647K 0.03%
+26,374
507
$647K 0.03%
11,989
+3,243
508
$647K 0.03%
6,952
+272
509
$646K 0.03%
7,046
+335
510
$643K 0.03%
10,601
+324
511
$639K 0.03%
32,790
+1,280
512
$639K 0.03%
2,177
+109
513
$638K 0.03%
72,604
+1,084
514
$633K 0.03%
9,984
-95
515
$629K 0.03%
17,687
-29
516
$628K 0.03%
8,527
-1,210
517
$627K 0.03%
25,680
+2,884
518
$622K 0.03%
3,474
+5
519
$619K 0.03%
49,416
+30
520
$611K 0.03%
2,957
+180
521
$608K 0.03%
48,762
+7,397
522
$604K 0.03%
24,634
+14,664
523
$604K 0.03%
3,146
-17
524
$603K 0.03%
11,970
+62
525
$601K 0.03%
10,175
-379
19 20
21
22 23