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
$2.38B
AUM Growth
+$79.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$24.8M
3
+$24.3M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$19.7M
5
GE icon
GE Aerospace
GE
+$10.2M

Top Sells

1
+$31.4M
2
+$29.5M
3
+$28.8M
4
MPRO icon
Monarch ProCap Index ETF
MPRO
+$27.3M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$26.2M

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
801
$226K 0.01%
2,362
-303
802
$226K 0.01%
3,770
+60
803
$224K 0.01%
19,149
804
$223K 0.01%
907
-2
805
$222K 0.01%
15,635
-639
806
$222K 0.01%
3,335
-4,000
807
$221K 0.01%
+694
808
$221K 0.01%
5,804
-2,304
809
$219K 0.01%
12,359
-13,751
810
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811
$216K 0.01%
3,423
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812
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813
$214K 0.01%
4,019
-2,510
814
$213K 0.01%
+2,131
815
$213K 0.01%
+7,548
816
$213K 0.01%
6,665
-2,410
817
$212K 0.01%
8,405
818
$212K 0.01%
+7,144
819
$210K 0.01%
6,800
820
$209K 0.01%
+3,886
821
$209K 0.01%
9,106
-51
822
$207K 0.01%
2,366
823
$207K 0.01%
13,110
824
$206K 0.01%
+6,500
825
$205K 0.01%
+8,395
31 32
33
34 35