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
551
$406K 0.02%
14,340
-100
552
$406K 0.02%
1
553
$406K 0.02%
4,529
+121
554
$405K 0.02%
37,663
+18,504
555
$402K 0.02%
3,607
-443
556
$401K 0.02%
4,389
-712
557
$401K 0.02%
+8,137
558
$400K 0.02%
21,460
+1,699
559
$400K 0.02%
1,032
+193
560
$400K 0.02%
15,761
+526
561
$399K 0.02%
5,021
-664
562
$396K 0.02%
11,767
-2,352
563
$394K 0.02%
7,170
-1,223
564
$393K 0.02%
18,718
-610
565
$392K 0.02%
7,280
-1,718
566
$391K 0.02%
3,345
-209
567
$389K 0.02%
24,037
-1,441
568
$388K 0.02%
8,367
-137
569
$387K 0.02%
6,063
-315
570
$382K 0.02%
9,374
-3,462
571
$380K 0.02%
9,391
-1,609
572
$376K 0.02%
+1,035
573
$376K 0.02%
8,763
-1,563
574
$376K 0.02%
6,606
+774
575
$374K 0.02%
13,447
-6,001
21 22
23
24 25