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
76
$6.57M 0.31%
69,609
-41,658
77
$6.54M 0.31%
48,091
+2,297
78
$6.46M 0.31%
149,463
+18,636
79
$6.45M 0.31%
41,677
-11,745
80
$6.41M 0.3%
111,132
+14,635
81
$6.41M 0.3%
248,404
+81,001
82
$6.37M 0.3%
143,450
+5,390
83
$6.28M 0.3%
73,361
+11,418
84
$6.28M 0.3%
206,672
+118,030
85
$6.22M 0.3%
148,673
+68,033
86
$6.21M 0.29%
11,289
+266
87
$6.16M 0.29%
38,135
+3,428
88
$5.93M 0.28%
71,579
-127,695
89
$5.85M 0.28%
134,359
+33,169
90
$5.61M 0.27%
31,230
+15,504
91
$5.52M 0.26%
107,707
+1,609
92
$5.46M 0.26%
90,401
-8,124
93
$5.38M 0.26%
23,795
+681
94
$5.3M 0.25%
91,619
-20,790
95
$5.19M 0.25%
184,471
+843
96
$5.1M 0.24%
+103,847
97
$5.08M 0.24%
237,047
-230
98
$5.01M 0.24%
62,504
-231
99
$4.88M 0.23%
164,793
-137
100
$4.88M 0.23%
56,010
+104
2 3
4
5 6