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
$2.11B
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$19M
3
+$17.8M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$13.6M
5
MPRO icon
Monarch ProCap Index ETF
MPRO
+$13.3M

Top Sells

1
+$13.3M
2
+$12.6M
3
+$10.6M
4
AAPL icon
Apple
AAPL
+$7.34M
5
NFLX icon
Netflix
NFLX
+$6.3M

Sector Composition

1 Technology 11.8%
2 Healthcare 7.28%
3 Financials 5.83%
4 Consumer Discretionary 5.64%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.17M 0.43%
134,814
+8,709
52
$9.04M 0.43%
31,776
+2,572
53
$8.83M 0.42%
69,951
+1,172
54
$8.71M 0.41%
217,829
+7,870
55
$8.67M 0.41%
241,619
+209,007
56
$8.62M 0.41%
17,068
+1,820
57
$8.48M 0.4%
26,222
+1,558
58
$8.33M 0.4%
59,789
+2,770
59
$8.29M 0.39%
96,322
+16,490
60
$8.24M 0.39%
31,075
-1,247
61
$7.81M 0.37%
190,504
-33,106
62
$7.7M 0.37%
126,115
+6,996
63
$7.43M 0.35%
66,203
+339
64
$7.41M 0.35%
38,043
+3,991
65
$7.33M 0.35%
39,016
+1,920
66
$7.17M 0.34%
26,861
+1,867
67
$7.09M 0.34%
74,150
-3,690
68
$6.96M 0.33%
201,650
-12,378
69
$6.93M 0.33%
30,018
+977
70
$6.9M 0.33%
17,866
-2,280
71
$6.84M 0.32%
44,256
-5,655
72
$6.83M 0.32%
59,754
-2,185
73
$6.81M 0.32%
19,061
-2,501
74
$6.74M 0.32%
22,078
+10
75
$6.58M 0.31%
58,273
+4,168
1 2
3
4 5