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
676
$334K 0.01%
14,562
-15
677
$333K 0.01%
1,838
+18
678
$332K 0.01%
+17,401
679
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11,081
+3,765
680
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3,725
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$330K 0.01%
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684
$329K 0.01%
7,129
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685
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686
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4,393
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687
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688
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689
$324K 0.01%
36,995
-1,025
690
$324K 0.01%
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5,555
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695
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696
$317K 0.01%
26,440
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697
$316K 0.01%
8,748
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698
$315K 0.01%
3,122
699
$315K 0.01%
+22,714
700
$311K 0.01%
+7,580
26 27
28
29 30