KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
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
+$44.7M
2
+$25.5M
3
+$24.2M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$19.7M
5
DHR icon
Danaher
DHR
+$9.1M

Top Sells

1
+$29.4M
2
+$28.6M
3
+$27.7M
4
MPRO icon
Monarch ProCap Index ETF
MPRO
+$27.2M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$27.1M

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
876
$17K ﹤0.01%
10,245
877
$16.5K ﹤0.01%
15,000
878
$11.7K ﹤0.01%
11,000
879
$6.53K ﹤0.01%
+22
880
$6.49K ﹤0.01%
+1
881
$5.76K ﹤0.01%
904
+8
882
– –
-10,870
883
– –
-43,072
884
– –
-10,115
885
– –
-564
886
– –
-32,411
887
– –
-24,373
888
– –
-30,920
889
– –
-1,541
890
– –
-15,422
891
– –
-3,165
892
– –
-52,863
893
– –
-5,874
894
– –
-14,393
895
– –
-8,629
896
– –
-11,380
897
– –
-6,738
898
– –
-14,014
899
– –
-13,486
900
– –
-17,804
34 35
36
37 38