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
$2.38B
AUM Growth
+$79.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$24.8M
3
+$24.3M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$19.7M
5
GE icon
GE Aerospace
GE
+$10.2M

Top Sells

1
+$31.4M
2
+$29.5M
3
+$28.8M
4
MPRO icon
Monarch ProCap Index ETF
MPRO
+$27.3M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$26.2M

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
76
$7.24M 0.3%
269,520
+259,701
77
$7.19M 0.3%
35,955
-2,535
78
$7.16M 0.3%
10,705
-564
79
$7.04M 0.3%
59,798
+10,862
80
$6.99M 0.29%
34,248
-1,633
81
$6.87M 0.29%
181,120
-3,403
82
$6.83M 0.29%
125,127
+12,795
83
$6.82M 0.29%
74,251
-2,307
84
$6.76M 0.28%
32,607
+137
85
$6.38M 0.27%
34,824
-2,855
86
$6.31M 0.27%
30,901
+610
87
$6.13M 0.26%
122,535
+8,860
88
$5.98M 0.25%
61,841
+2,086
89
$5.94M 0.25%
14,516
-8,633
90
$5.81M 0.24%
15,084
+188
91
$5.8M 0.24%
20,191
92
$5.76M 0.24%
84,193
-6,087
93
$5.65M 0.24%
85,558
-6,164
94
$5.59M 0.23%
163,987
+29,473
95
$5.45M 0.23%
21,842
+175
96
$5.42M 0.23%
187,348
+379
97
$5.42M 0.23%
50,293
-195
98
$5.32M 0.22%
111,194
-39,776
99
$5.29M 0.22%
118,617
+2,787
100
$5.23M 0.22%
235,954
-6,734
2 3
4
5 6