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
751
$457K 0.01%
+12,499
752
$457K 0.01%
121,845
+1,800
753
$457K 0.01%
4,806
-60
754
$457K 0.01%
6,500
755
$451K 0.01%
4,069
-417
756
$448K 0.01%
9,238
+497
757
$446K 0.01%
+21,043
758
$446K 0.01%
9,349
759
$446K 0.01%
+3,765
760
$442K 0.01%
12,304
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761
$442K 0.01%
12,103
-2,163
762
$437K 0.01%
6,747
+477
763
$436K 0.01%
5,330
-377
764
$436K 0.01%
2,894
+302
765
$431K 0.01%
12,401
+1,499
766
$430K 0.01%
3,671
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768
$427K 0.01%
3,423
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769
$424K 0.01%
193,450
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770
$422K 0.01%
1,557
-165
771
$422K 0.01%
5,436
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772
$421K 0.01%
+14,188
773
$421K 0.01%
6,382
+2,839
774
$414K 0.01%
11,021
775
$414K 0.01%
3,490
+379
29 30
31
32 33