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
501
$1.14M 0.02%
1,799
+87
502
$1.13M 0.02%
33,070
+92
503
$1.13M 0.02%
8,972
+3,835
504
$1.12M 0.02%
10,230
-170
505
$1.12M 0.02%
21,280
-1,446
506
$1.11M 0.02%
51,541
+1,619
507
$1.11M 0.02%
21,450
+3,937
508
$1.09M 0.02%
5,723
509
$1.09M 0.02%
10,643
+7,402
510
$1.09M 0.02%
+18,049
511
$1.08M 0.02%
6,035
+192
512
$1.08M 0.02%
8,185
+107
513
$1.08M 0.02%
+46,740
514
$1.06M 0.02%
16,105
+1,158
515
$1.06M 0.02%
11,181
+2,516
516
$1.06M 0.02%
28,365
-1,345
517
$1.06M 0.02%
83,745
-7,318
518
$1.05M 0.02%
44,719
+15,393
519
$1.04M 0.02%
42,364
-3,956
520
$1.03M 0.02%
15,537
-584
521
$1.03M 0.02%
9,539
+491
522
$1.02M 0.02%
4,292
+306
523
$1.01M 0.02%
16,186
+1,619
524
$1.01M 0.02%
10,559
-20,261
525
$1.01M 0.02%
12,954
-1,258
19 20
21
22 23