KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
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
+$44.7M
2
+$25.5M
3
+$24.2M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$19.7M
5
DHR icon
Danaher
DHR
+$9.1M

Top Sells

1
+$29.4M
2
+$28.6M
3
+$27.7M
4
MPRO icon
Monarch ProCap Index ETF
MPRO
+$27.2M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$27.1M

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
701
$310K 0.01%
3,817
-21
702
$310K 0.01%
4,776
703
$309K 0.01%
8,779
-25,540
704
$309K 0.01%
8,624
-7,154
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5,981
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1,959
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707
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3,065
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708
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709
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710
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711
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158,000
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712
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15,291
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1,573
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714
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715
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716
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720
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15,931
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721
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24,986
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722
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4,595
723
$284K 0.01%
116
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724
$284K 0.01%
5,422
725
$284K 0.01%
2,886
+438
27 28
29
30 31