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
1026
$209K ﹤0.01%
1,504
+19
1027
$208K ﹤0.01%
4,227
-377
1028
$208K ﹤0.01%
+447
1029
$208K ﹤0.01%
+8,465
1030
$207K ﹤0.01%
5,130
-700
1031
$206K ﹤0.01%
+2,070
1032
$205K ﹤0.01%
11,092
-6,711
1033
$205K ﹤0.01%
3,333
-448
1034
$205K ﹤0.01%
+6,207
1035
$203K ﹤0.01%
+4,864
1036
$203K ﹤0.01%
+1,443
1037
$203K ﹤0.01%
705
+1
1038
$202K ﹤0.01%
+8,100
1039
$202K ﹤0.01%
+4,251
1040
$202K ﹤0.01%
24,471
-1,085
1041
$201K ﹤0.01%
+4,546
1042
$194K ﹤0.01%
16,592
1043
$188K ﹤0.01%
10,009
+5
1044
$188K ﹤0.01%
17,439
1045
$186K ﹤0.01%
11,870
1046
$182K ﹤0.01%
16,592
1047
$179K ﹤0.01%
17,153
+4,378
1048
$167K ﹤0.01%
27,253
-22,166
1049
$164K ﹤0.01%
11,888
-500
1050
$161K ﹤0.01%
14,312
+1,276
40 41
42
43 44