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
1001
$220K ﹤0.01%
+593
1002
$219K ﹤0.01%
7,493
-703
1003
$218K ﹤0.01%
+3,445
1004
$218K ﹤0.01%
2,111
-308
1005
$218K ﹤0.01%
2,564
-1,092
1006
$218K ﹤0.01%
1,990
+1
1007
$218K ﹤0.01%
+2,069
1008
$218K ﹤0.01%
2,835
-480
1009
$218K ﹤0.01%
3,902
-498
1010
$217K ﹤0.01%
+1,833
1011
$217K ﹤0.01%
+2,456
1012
$215K ﹤0.01%
+4,014
1013
$215K ﹤0.01%
3,863
-8,390
1014
$214K ﹤0.01%
4,243
-1,482
1015
$214K ﹤0.01%
4,030
-1,200
1016
$214K ﹤0.01%
+1,598
1017
$214K ﹤0.01%
4,436
-235
1018
$213K ﹤0.01%
+4,687
1019
$212K ﹤0.01%
8,757
+1,532
1020
$212K ﹤0.01%
2,440
-770
1021
$211K ﹤0.01%
+2,471
1022
$211K ﹤0.01%
4,021
1023
$210K ﹤0.01%
+3,002
1024
$210K ﹤0.01%
+2,819
1025
$210K ﹤0.01%
+1,812
39 40
41
42 43