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
826
$353K 0.01%
+13,190
827
$353K 0.01%
3,373
+107
828
$353K 0.01%
7,035
+148
829
$352K 0.01%
6,906
830
$350K 0.01%
6,857
-921
831
$350K 0.01%
20,124
832
$349K 0.01%
23,411
833
$348K 0.01%
3,561
-444
834
$348K 0.01%
18,338
+8,285
835
$347K 0.01%
2,423
+410
836
$344K 0.01%
+10,086
837
$343K 0.01%
5,122
-9,002
838
$343K 0.01%
6,598
-215
839
$343K 0.01%
722
+70
840
$341K 0.01%
+6,269
841
$340K 0.01%
5,901
+794
842
$339K 0.01%
+5,312
843
$337K 0.01%
3,874
-96
844
$337K 0.01%
13,632
+18
845
$336K 0.01%
5,784
+212
846
$336K 0.01%
+7,451
847
$333K 0.01%
11,271
-1,489
848
$333K 0.01%
8,836
+1,987
849
$332K 0.01%
5,132
+391
850
$332K 0.01%
27,910
+4,615
32 33
34
35 36