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
776
$153K 0.01%
15,982
+4,190
777
$151K 0.01%
13,861
+70
778
$148K 0.01%
23,860
+912
779
$145K 0.01%
10,996
780
$144K 0.01%
+12,522
781
$140K 0.01%
25,341
+172
782
$136K 0.01%
10,296
+172
783
$133K 0.01%
15,064
784
$131K 0.01%
15,150
+1,250
785
$129K 0.01%
+10,277
786
$126K 0.01%
17,916
+4,835
787
$126K 0.01%
14,951
-2,502
788
$123K 0.01%
10,849
789
$120K 0.01%
+19,773
790
$120K 0.01%
14,197
791
$109K 0.01%
+12,945
792
$100K ﹤0.01%
18,277
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793
$95K ﹤0.01%
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794
$84K ﹤0.01%
25,015
-15,050
795
$83K ﹤0.01%
11,540
796
$76K ﹤0.01%
35,501
-500
797
$76K ﹤0.01%
12,120
798
$71K ﹤0.01%
+14,567
799
$63K ﹤0.01%
10,360
800
$61K ﹤0.01%
2,351
+92
30 31
32
33 34