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
926
$267K 0.01%
3,920
-455
927
$266K 0.01%
14,000
928
$265K 0.01%
+13,944
929
$264K 0.01%
19,693
-1,687
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$260K 0.01%
763
931
$259K 0.01%
25,872
+86
932
$258K 0.01%
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933
$258K 0.01%
2,246
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$257K 0.01%
29,980
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935
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982
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936
$257K 0.01%
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937
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938
$255K 0.01%
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939
$255K 0.01%
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940
$253K 0.01%
7,187
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941
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10,265
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2,265
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945
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946
$248K 0.01%
636
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$247K 0.01%
6,348
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948
$247K 0.01%
+2,528
949
$245K 0.01%
7,630
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950
$245K 0.01%
2,561
36 37
38
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