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
676
$556K 0.01%
+14,422
677
$555K 0.01%
10,831
+2,482
678
$552K 0.01%
4,490
+1,305
679
$550K 0.01%
86,605
+661
680
$550K 0.01%
+11,024
681
$548K 0.01%
26,675
+69
682
$547K 0.01%
22,885
-1,765
683
$546K 0.01%
5,267
+68
684
$544K 0.01%
11,317
+365
685
$543K 0.01%
4,963
+117
686
$541K 0.01%
27,433
+16
687
$540K 0.01%
19,733
+415
688
$538K 0.01%
6,026
-99
689
$537K 0.01%
21,128
-10,186
690
$536K 0.01%
2,178
-8,342
691
$535K 0.01%
5,036
+87
692
$532K 0.01%
34,789
-19,192
693
$532K 0.01%
9,245
694
$532K 0.01%
4,755
695
$530K 0.01%
26,398
-1,696
696
$529K 0.01%
+35,100
697
$528K 0.01%
7,209
+423
698
$528K 0.01%
6,343
-35,370
699
$527K 0.01%
34,954
700
$527K 0.01%
11,133
+2,623
26 27
28
29 30