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
826
$204K 0.01%
25,053
+711
827
$203K 0.01%
2,550
-4,083
828
$202K 0.01%
+4,212
829
$193K 0.01%
+10,519
830
$192K 0.01%
+17,125
831
$191K 0.01%
18,892
-1,250
832
$184K 0.01%
58,368
+1,171
833
$180K 0.01%
12,428
+45
834
$169K 0.01%
14,685
-1,164
835
$158K 0.01%
+14,118
836
$158K 0.01%
2,590
837
$157K 0.01%
13,357
-980
838
$155K 0.01%
10,206
-308
839
$148K 0.01%
+10,545
840
$147K 0.01%
14,814
841
$147K 0.01%
14,477
-3,129
842
$146K 0.01%
12,664
+1,392
843
$145K 0.01%
17,950
-5,032
844
$140K 0.01%
15,323
+173
845
$139K 0.01%
10,996
846
$138K 0.01%
16,950
-743
847
$132K 0.01%
11,017
848
$132K 0.01%
+10,694
849
$130K 0.01%
+15,441
850
$110K ﹤0.01%
+10,855
32 33
34
35 36