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
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
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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
– –
-40,097
815
– –
-6,545
816
– –
-13,614
817
– –
-21,018
818
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819
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820
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821
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-32,278
822
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-36,817
823
– –
-41,326
824
– –
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825
– –
-28,616
31 32
33
34 35