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
601
$460K 0.02%
14,470
+3,210
602
$460K 0.02%
9,244
603
$460K 0.02%
4,779
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604
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8,836
-195
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606
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23,678
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607
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608
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27,647
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609
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610
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654
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+39,885
612
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10,190
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613
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7,117
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614
$440K 0.02%
17,500
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615
$434K 0.02%
11,614
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616
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617
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618
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620
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17,311
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621
$424K 0.02%
7,644
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$422K 0.02%
33,733
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623
$421K 0.02%
8,313
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624
$419K 0.02%
18,942
-7,607
625
$418K 0.02%
44,590
23 24
25
26 27