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
776
$413K 0.01%
2,549
+272
777
$412K 0.01%
+15,568
778
$412K 0.01%
21,470
+2,000
779
$408K 0.01%
13,000
-5,270
780
$406K 0.01%
10,619
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781
$404K 0.01%
801
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782
$404K 0.01%
16,268
-3,568
783
$401K 0.01%
11,154
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784
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7,663
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785
$396K 0.01%
3,672
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786
$396K 0.01%
4,184
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+15,886
788
$395K 0.01%
8,413
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789
$395K 0.01%
21,298
-2,346
790
$393K 0.01%
13,441
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791
$393K 0.01%
20,191
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792
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3,962
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793
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2,293
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794
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795
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5,319
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796
$378K 0.01%
6,141
-138
797
$377K 0.01%
25,673
+3,727
798
$377K 0.01%
+5,289
799
$377K 0.01%
1,726
800
$376K 0.01%
18,839
+1,263
30 31
32
33 34