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
526
$1.01M 0.02%
13,865
-872
527
$1.01M 0.02%
27,293
-2,944
528
$1M 0.02%
4,874
+890
529
$1M 0.02%
38,922
+3,592
530
$999K 0.02%
4,142
-177
531
$997K 0.02%
10,624
+545
532
$993K 0.02%
15,040
+2,193
533
$990K 0.02%
13,412
+1,132
534
$983K 0.02%
32,514
-1,362
535
$978K 0.02%
1,576
+353
536
$975K 0.02%
26,337
+1,705
537
$975K 0.02%
6,862
+138
538
$972K 0.02%
4,932
+1,009
539
$970K 0.02%
33,336
+175
540
$969K 0.02%
10,146
+176
541
$969K 0.02%
8,051
-1,259
542
$968K 0.02%
319,371
-95,692
543
$968K 0.02%
7,794
-2,812
544
$967K 0.02%
7,830
-1,671
545
$964K 0.02%
25,976
-3,916
546
$964K 0.02%
24,200
+15,545
547
$961K 0.02%
13,380
+7,537
548
$959K 0.02%
5,282
+3,875
549
$953K 0.02%
12,772
+395
550
$951K 0.02%
19,077
-392
20 21
22
23 24