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
851
$331K 0.01%
4,022
-90
852
$330K 0.01%
+12,667
853
$329K 0.01%
+6,330
854
$329K 0.01%
19,860
+649
855
$328K 0.01%
1,852
-1,131
856
$328K 0.01%
6,325
-339
857
$326K 0.01%
2,417
-240
858
$326K 0.01%
6,230
-125
859
$326K 0.01%
7,473
860
$326K 0.01%
4,466
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861
$325K 0.01%
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862
$324K 0.01%
39,608
-6,000
863
$322K 0.01%
3,824
+110
864
$322K 0.01%
3,899
+502
865
$322K 0.01%
3,013
866
$321K 0.01%
10,790
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$321K 0.01%
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869
$319K 0.01%
11,819
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870
$318K 0.01%
1,785
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871
$315K 0.01%
1,751
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872
$315K 0.01%
5,049
-84
873
$313K 0.01%
6,661
+1,346
874
$313K 0.01%
1,771
+54
875
$312K 0.01%
7,275
+1,866
33 34
35
36 37