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
51
$17.4M 0.37%
56,987
+2,887
52
$17M 0.36%
115,187
+14,928
53
$16.9M 0.36%
97,869
+11,989
54
$16.8M 0.35%
84,665
+244
55
$15.6M 0.33%
133,211
+3,170
56
$14.6M 0.31%
74,101
+2,272
57
$14.6M 0.31%
45,272
+12,430
58
$14.5M 0.3%
151,110
-47,970
59
$14.5M 0.3%
84,988
+2,397
60
$14.4M 0.3%
146,994
+76,577
61
$14M 0.3%
83,990
-3,802
62
$13.8M 0.29%
66,890
+28,422
63
$13.8M 0.29%
454,244
-46,364
64
$13.7M 0.29%
79,058
+3,657
65
$13.4M 0.28%
321,096
+11,948
66
$13.2M 0.28%
34,261
+6,199
67
$13.1M 0.28%
248,588
-21,112
68
$13M 0.27%
469,941
+257,701
69
$12.9M 0.27%
113,964
-44,769
70
$12.7M 0.27%
239,429
+10,734
71
$12.6M 0.27%
255,230
+65,287
72
$12.4M 0.26%
146,725
-7,498
73
$11.6M 0.24%
357,607
-30,712
74
$11.6M 0.24%
194,976
-48,887
75
$11.5M 0.24%
18,603
-62
1 2
3
4 5