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
601
$341K 0.02%
3,804
+356
602
$340K 0.02%
28,623
-3,649
603
$339K 0.02%
+16,705
604
$339K 0.02%
14,034
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605
$338K 0.02%
4,013
606
$338K 0.02%
7,140
+3
607
$335K 0.02%
5,963
-22,830
608
$334K 0.02%
15,353
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609
$332K 0.02%
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610
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4,677
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611
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612
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613
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6,227
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614
$329K 0.02%
21,573
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615
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7,275
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5,315
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620
$317K 0.02%
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621
$313K 0.01%
4,690
622
$312K 0.01%
11,048
-176
623
$312K 0.01%
10,892
624
$311K 0.01%
+9,480
625
$308K 0.01%
10,446
+301
23 24
25
26 27