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
726
$283K 0.01%
4,458
+346
727
$283K 0.01%
6,555
728
$283K 0.01%
1,518
+145
729
$283K 0.01%
11,292
+480
730
$282K 0.01%
2,520
731
$282K 0.01%
8,503
+1,448
732
$282K 0.01%
+1,726
733
$280K 0.01%
3,967
-153
734
$278K 0.01%
11,320
+730
735
$275K 0.01%
+1,311
736
$275K 0.01%
+2,232
737
$274K 0.01%
+640
738
$274K 0.01%
8,696
-2,503
739
$273K 0.01%
5,630
-981
740
$272K 0.01%
12,126
-172
741
$272K 0.01%
1,396
-115
742
$272K 0.01%
6,545
-4
743
$271K 0.01%
17,195
-9,450
744
$271K 0.01%
+3,572
745
$271K 0.01%
1,201
+112
746
$270K 0.01%
9,156
-840
747
$268K 0.01%
+8,292
748
$268K 0.01%
3,617
-33,126
749
$267K 0.01%
3,013
750
$267K 0.01%
+4,215
28 29
30
31 32