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
951
$245K 0.01%
+5,703
952
$243K 0.01%
+2,363
953
$243K 0.01%
6,777
-84,669
954
$243K 0.01%
+863
955
$241K 0.01%
+2,359
956
$240K 0.01%
475
+12
957
$240K 0.01%
5,770
-9,440
958
$240K 0.01%
4,504
+400
959
$239K 0.01%
5,690
960
$239K 0.01%
+5,386
961
$239K 0.01%
11,776
+125
962
$239K 0.01%
2,848
-30,865
963
$238K 0.01%
+11,061
964
$238K 0.01%
1,246
+19
965
$237K 0.01%
+2,203
966
$235K ﹤0.01%
12,969
-196
967
$235K ﹤0.01%
+12,250
968
$233K ﹤0.01%
24,945
+12,058
969
$233K ﹤0.01%
1,664
+119
970
$233K ﹤0.01%
4,967
+337
971
$233K ﹤0.01%
4,798
-108
972
$233K ﹤0.01%
+1,487
973
$231K ﹤0.01%
2,867
-3,596
974
$231K ﹤0.01%
+4,731
975
$230K ﹤0.01%
7,098
+450
37 38
39
40 41