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
701
$526K 0.01%
10,941
-1,406
702
$525K 0.01%
7,494
+2,003
703
$525K 0.01%
19,384
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704
$519K 0.01%
13,984
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705
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7,181
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706
$518K 0.01%
13,205
-853
707
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249,462
-73,317
708
$516K 0.01%
3,543
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709
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30,221
710
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3,586
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711
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16,003
+997
712
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6,506
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713
$512K 0.01%
4,797
-2
714
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25,867
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715
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719
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720
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34,474
-2,195
721
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11,126
+4,802
722
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2,613
-10,624
723
$501K 0.01%
12,062
-240
724
$500K 0.01%
5,970
+282
725
$497K 0.01%
+4,962
27 28
29
30 31