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
901
$286K 0.01%
6,947
+273
902
$286K 0.01%
+6,794
903
$285K 0.01%
513
+50
904
$285K 0.01%
12,285
+177
905
$284K 0.01%
6,792
+28
906
$283K 0.01%
9,699
+251
907
$282K 0.01%
5,353
-46
908
$282K 0.01%
6,577
-203
909
$282K 0.01%
9,694
-1,323
910
$280K 0.01%
11,577
-4,665
911
$279K 0.01%
+9,765
912
$277K 0.01%
12,459
-2,340
913
$276K 0.01%
1,517
-57
914
$275K 0.01%
4,410
+7
915
$274K 0.01%
+2,920
916
$274K 0.01%
4,447
-3,522
917
$273K 0.01%
3,056
+164
918
$273K 0.01%
9,392
+1,332
919
$272K 0.01%
+4,450
920
$271K 0.01%
+7,763
921
$271K 0.01%
1,515
+90
922
$271K 0.01%
6,551
-167
923
$269K 0.01%
7,387
-296
924
$269K 0.01%
2,742
-25
925
$268K 0.01%
2,600
35 36
37
38 39