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
976
$230K ﹤0.01%
11,795
977
$229K ﹤0.01%
6,761
-537
978
$229K ﹤0.01%
1,649
-79
979
$229K ﹤0.01%
1,128
+75
980
$228K ﹤0.01%
+1,716
981
$228K ﹤0.01%
13,460
+475
982
$228K ﹤0.01%
4,905
+115
983
$228K ﹤0.01%
16,979
+5,787
984
$228K ﹤0.01%
10,281
+378
985
$227K ﹤0.01%
+1,191
986
$227K ﹤0.01%
7,432
+63
987
$227K ﹤0.01%
+1,821
988
$226K ﹤0.01%
+3,520
989
$226K ﹤0.01%
+9,349
990
$225K ﹤0.01%
11,262
991
$225K ﹤0.01%
6,560
-9,424
992
$225K ﹤0.01%
6,412
-882
993
$225K ﹤0.01%
+4,442
994
$224K ﹤0.01%
+10,561
995
$223K ﹤0.01%
3,801
-1,812
996
$222K ﹤0.01%
9,342
-354
997
$221K ﹤0.01%
+1,418
998
$220K ﹤0.01%
4,595
-602
999
$220K ﹤0.01%
14,810
-1,018
1000
$220K ﹤0.01%
+779
38 39
40
41 42