KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
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
+$44.7M
2
+$25.5M
3
+$24.2M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$19.7M
5
DHR icon
Danaher
DHR
+$9.1M

Top Sells

1
+$29.4M
2
+$28.6M
3
+$27.7M
4
MPRO icon
Monarch ProCap Index ETF
MPRO
+$27.2M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$27.1M

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
776
$247K 0.01%
+3,403
777
$247K 0.01%
19,824
+600
778
$246K 0.01%
+7,396
779
$245K 0.01%
5,386
-277
780
$244K 0.01%
713
-150
781
$243K 0.01%
952
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782
$243K 0.01%
2,285
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783
$241K 0.01%
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784
$238K 0.01%
11,826
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785
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786
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4,472
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787
$236K 0.01%
3,037
788
$236K 0.01%
6,422
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$234K 0.01%
4,036
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791
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792
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1,570
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3,060
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797
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798
$229K 0.01%
1,599
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799
$229K 0.01%
1,912
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800
$227K 0.01%
9,250
30 31
32
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