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
551
$542K 0.02%
17,146
-890
552
$541K 0.02%
2,823
-2,365
553
$538K 0.02%
2,253
-1,402
554
$535K 0.02%
+13,769
555
$535K 0.02%
5,258
+207
556
$534K 0.02%
6,806
-58
557
$534K 0.02%
3,983
-886
558
$533K 0.02%
13,511
-8,018
559
$532K 0.02%
+32,743
560
$530K 0.02%
13,441
+2,757
561
$525K 0.02%
+47,860
562
$524K 0.02%
16,563
-100
563
$518K 0.02%
1,035
564
$518K 0.02%
10,915
-188
565
$518K 0.02%
37,158
566
$517K 0.02%
5,885
+633
567
$515K 0.02%
20,217
+43
568
$513K 0.02%
6,293
569
$511K 0.02%
3,490
-47
570
$511K 0.02%
3,958
+443
571
$511K 0.02%
2,260
+958
572
$508K 0.02%
3,067
-1,137
573
$504K 0.02%
16,420
-842
574
$504K 0.02%
7,944
+502
575
$503K 0.02%
5,882
-1,422
21 22
23
24 25