KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
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
+$44.7M
2
+$25.5M
3
+$24.2M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$19.7M
5
DHR icon
Danaher
DHR
+$9.1M

Top Sells

1
+$29.4M
2
+$28.6M
3
+$27.7M
4
MPRO icon
Monarch ProCap Index ETF
MPRO
+$27.2M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$27.1M

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%
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555
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5,258
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556
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6,806
-58
557
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3,983
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558
$533K 0.02%
13,511
-8,018
559
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560
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13,441
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561
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+47,860
562
$524K 0.02%
16,563
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563
$518K 0.02%
1,035
564
$518K 0.02%
10,915
-188
565
$518K 0.02%
37,158
566
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5,885
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568
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6,293
569
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3,490
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570
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3,958
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571
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2,260
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572
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3,067
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573
$504K 0.02%
16,420
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574
$504K 0.02%
7,944
+502
575
$503K 0.02%
5,882
-1,422
21 22
23
24 25