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
851
$109K ﹤0.01%
13,360
-3,780
852
$108K ﹤0.01%
10,314
-25,999
853
$108K ﹤0.01%
+10,683
854
$107K ﹤0.01%
+24,901
855
$99.8K ﹤0.01%
+10,060
856
$93.1K ﹤0.01%
12,190
857
$89.5K ﹤0.01%
+3,225
858
$87K ﹤0.01%
10,427
+150
859
$80.2K ﹤0.01%
+20,000
860
$77.8K ﹤0.01%
28,000
+1,647
861
$68.1K ﹤0.01%
10,360
862
$67.8K ﹤0.01%
2,591
+107
863
$67.5K ﹤0.01%
10,884
-6,781
864
$66.7K ﹤0.01%
12,120
865
$57.8K ﹤0.01%
11,774
+807
866
$52.8K ﹤0.01%
10,039
-3,656
867
$49.6K ﹤0.01%
29,001
+500
868
$45.9K ﹤0.01%
46,081
+18,369
869
$44.2K ﹤0.01%
+123
870
– –
0
871
$42K ﹤0.01%
27,988
-825
872
$32.6K ﹤0.01%
12,891
+1,958
873
$31.2K ﹤0.01%
+10,817
874
$30.8K ﹤0.01%
17,500
875
$25.4K ﹤0.01%
+10,000
33 34
35
36 37