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
1051
$157K ﹤0.01%
55,425
1052
$154K ﹤0.01%
124,445
+93,417
1053
$154K ﹤0.01%
+17,781
1054
$151K ﹤0.01%
83,179
1055
$149K ﹤0.01%
22,540
-671
1056
$146K ﹤0.01%
26,543
-109
1057
$145K ﹤0.01%
15,151
1058
$139K ﹤0.01%
11,242
+577
1059
$133K ﹤0.01%
19,200
1060
$132K ﹤0.01%
10,748
-4,236
1061
$130K ﹤0.01%
10,033
1062
$124K ﹤0.01%
+11,754
1063
$124K ﹤0.01%
+11,000
1064
$123K ﹤0.01%
14,122
1065
$117K ﹤0.01%
11,900
1066
$102K ﹤0.01%
10,500
-20,000
1067
$100K ﹤0.01%
+11,320
1068
$100K ﹤0.01%
+25,524
1069
$99K ﹤0.01%
11,324
-2,296
1070
$89.3K ﹤0.01%
+17,000
1071
$85.7K ﹤0.01%
16,013
-967
1072
$84.1K ﹤0.01%
12,120
1073
$77.5K ﹤0.01%
+15,399
1074
$54.9K ﹤0.01%
+22,393
1075
$52.8K ﹤0.01%
+2,016
41 42
43
44 45