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
$2.11B
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$20.4M
3
+$20.2M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$15M
5
MPRO icon
Monarch ProCap Index ETF
MPRO
+$14.3M

Top Sells

1
+$14.7M
2
+$14.1M
3
+$11.8M
4
AAPL icon
Apple
AAPL
+$8.33M
5
NFLX icon
Netflix
NFLX
+$5.95M

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
801
$54K ﹤0.01%
24,000
802
$51K ﹤0.01%
12,028
-100
803
$49K ﹤0.01%
+19,052
804
$30K ﹤0.01%
1,108
+48
805
$27K ﹤0.01%
17,500
806
– –
0
807
$13K ﹤0.01%
15,000
808
$12K ﹤0.01%
10,245
-3,333
809
$12K ﹤0.01%
11,000
810
$10K ﹤0.01%
+3,333
811
$8K ﹤0.01%
896
812
$7K ﹤0.01%
+3
813
$2K ﹤0.01%
20
814
– –
-100,394
815
– –
-3,766
816
– –
-40,097
817
– –
-6,545
818
– –
-13,614
819
– –
-21,018
820
– –
-66,430
821
– –
-11,440
822
– –
-12,900
823
– –
-6,179
824
– –
-19,847
825
– –
-11,673
31 32
33
34 35