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
726
$223K 0.01%
+2,129
727
$223K 0.01%
+459
728
$222K 0.01%
+2,123
729
$220K 0.01%
5,685
-11,425
730
$220K 0.01%
3,414
-99
731
$219K 0.01%
4,133
-2,777
732
$219K 0.01%
11,293
+1,024
733
$219K 0.01%
+1,512
734
$217K 0.01%
5,607
+175
735
$217K 0.01%
13,110
736
$215K 0.01%
+2,683
737
$215K 0.01%
+1,457
738
$213K 0.01%
4,316
-658
739
$213K 0.01%
9,612
-15,695
740
$212K 0.01%
7,316
741
$212K 0.01%
+17,518
742
$211K 0.01%
1,643
-303
743
$211K 0.01%
1,612
+39
744
$211K 0.01%
942
-100
745
$210K 0.01%
9,016
-126
746
$210K 0.01%
+2,612
747
$210K 0.01%
2,507
748
$209K 0.01%
1,567
+24
749
$209K 0.01%
10,438
-1,663
750
$209K 0.01%
+11,478
28 29
30
31 32