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
76
$11.5M 0.24%
43,808
-1,358
77
$11.4M 0.24%
197,408
-179,599
78
$11.3M 0.24%
123,557
+15,608
79
$11.2M 0.24%
39,647
+2,343
80
$11.1M 0.23%
116,009
-151
81
$10.9M 0.23%
31,572
+886
82
$10.9M 0.23%
113,030
+13,829
83
$10.7M 0.23%
20,733
-1,361
84
$10.7M 0.23%
18,301
+521
85
$10.7M 0.22%
11,251
+273
86
$10.6M 0.22%
169,234
+3,105
87
$10.6M 0.22%
38,105
+953
88
$10.3M 0.22%
38,163
+1,858
89
$10.2M 0.21%
+97,839
90
$10.1M 0.21%
44,011
+705
91
$10.1M 0.21%
258,215
-1,257
92
$9.75M 0.21%
170,102
+5,929
93
$9.59M 0.2%
228,473
-108,194
94
$9.55M 0.2%
37,265
-546
95
$9.54M 0.2%
128,607
+242
96
$9.48M 0.2%
363,820
+57,712
97
$9.34M 0.2%
38,438
-1,020
98
$9.29M 0.2%
79,432
+2,534
99
$9.27M 0.2%
52,520
+2,131
100
$9.18M 0.19%
2,178
+1,431
2 3
4
5 6