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
$2.11B
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$19M
3
+$17.8M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$13.6M
5
MPRO icon
Monarch ProCap Index ETF
MPRO
+$13.3M

Top Sells

1
+$13.3M
2
+$12.6M
3
+$10.6M
4
AAPL icon
Apple
AAPL
+$7.34M
5
NFLX icon
Netflix
NFLX
+$6.3M

Sector Composition

1 Technology 11.8%
2 Healthcare 7.28%
3 Financials 5.83%
4 Consumer Discretionary 5.64%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
-5,559
877
– –
-9,116
878
– –
-30,499
879
– –
-7,495
880
– –
-46,330
881
– –
-48,434
882
– –
-2,499
883
– –
-4,116
884
– –
-3,766
885
– –
-8,891
886
– –
-7,839
887
– –
-720
888
– –
-11,444
889
– –
-9,651
890
– –
-21,131
891
– –
-34,909
892
– –
-82,772
893
– –
-2,709
894
– –
-8,200
895
– –
-6,244
896
– –
-21,181
897
– –
-2,383
32 33 34 35
36