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
51
$10.8M 0.45%
44,694
-1,712
52
$10.5M 0.44%
353,338
-12,060
53
$9.52M 0.4%
100,548
-6,498
54
$9.52M 0.4%
64,053
-25,779
55
$9.45M 0.4%
147,230
-8,560
56
$9.42M 0.4%
16,336
+3,975
57
$9.06M 0.38%
87,121
-8,490
58
$8.49M 0.36%
17,963
+6,004
59
$8.43M 0.35%
79,283
-14,090
60
$8.37M 0.35%
29,931
-11,252
61
$8.29M 0.35%
163,484
+7,134
62
$8.13M 0.34%
80,334
-75
63
$7.91M 0.33%
76,221
-1,639
64
$7.9M 0.33%
96,161
-32,231
65
$7.87M 0.33%
118,463
+4,952
66
$7.86M 0.33%
42,249
+322
67
$7.7M 0.32%
189,176
-12,565
68
$7.69M 0.32%
16,275
-545
69
$7.66M 0.32%
82,299
+5,067
70
$7.62M 0.32%
+71,676
71
$7.61M 0.32%
22,084
-6
72
$7.53M 0.32%
234,454
-14,617
73
$7.48M 0.31%
65,246
-242
74
$7.46M 0.31%
38,433
-1,090
75
$7.45M 0.31%
37,000
-1,038
1 2
3
4 5