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
651
$373K 0.02%
+16,881
652
$372K 0.02%
11,357
-15,223
653
$372K 0.02%
11,832
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$369K 0.02%
7,767
-1,857
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657
$366K 0.02%
9,802
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658
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13,729
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659
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16,266
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661
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662
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663
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23,300
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1,008
-1,265
665
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666
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667
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670
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1,792
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671
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672
$337K 0.01%
19,144
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673
$336K 0.01%
6,426
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674
$335K 0.01%
2,842
675
$334K 0.01%
4,953
+361
25 26
27
28 29