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
576
$843K 0.02%
3,146
+10
577
$841K 0.02%
2,437
+5
578
$838K 0.02%
18,000
579
$827K 0.02%
16,139
+2,184
580
$826K 0.02%
34,750
+170
581
$826K 0.02%
16,207
+6,937
582
$825K 0.02%
3,014
+259
583
$825K 0.02%
3,952
-10,766
584
$822K 0.02%
6,268
+113
585
$811K 0.02%
13,051
+3,201
586
$804K 0.02%
24,398
-598
587
$803K 0.02%
34,229
-1,179
588
$801K 0.02%
5,187
+349
589
$798K 0.02%
19,687
+331
590
$794K 0.02%
5,122
-12,544
591
$790K 0.02%
+29,649
592
$784K 0.02%
18,692
-2,754
593
$783K 0.02%
132,254
-78,568
594
$779K 0.02%
3,529
-38
595
$778K 0.02%
15,633
-51,112
596
$778K 0.02%
3,046
+137
597
$772K 0.02%
3,497
+21
598
$765K 0.02%
4,585
+796
599
$765K 0.02%
17,727
-470
600
$763K 0.02%
4,963
+155
22 23
24
25 26