KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
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
+$43.6M
2
+$30.5M
3
+$24.5M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$17.7M
5
MPRO icon
Monarch ProCap Index ETF
MPRO
+$12.5M

Top Sells

1
+$42.4M
2
+$24.6M
3
+$12M
4
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$10.1M
5
FNF icon
Fidelity National Financial
FNF
+$8.74M

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
1076
$43.2K ﹤0.01%
15,000
1077
$40.7K ﹤0.01%
+1,152
1078
$21.7K ﹤0.01%
10,396
-187,397
1079
$20.3K ﹤0.01%
+35,000
1080
$19.6K ﹤0.01%
72,250
-8,750
1081
$13.1K ﹤0.01%
11,000
1082
$9.58K ﹤0.01%
11,000
1083
– –
-13,832
1084
– –
-12,068
1085
– –
-9,378
1086
– –
0
1087
– –
-16,755
1088
– –
-9,004
1089
– –
-13,166
1090
– –
-16,734
1091
– –
-25,375
1092
– –
-4,300
1093
– –
-42,826
1094
– –
-5,131
1095
– –
-10,714
1096
– –
-4,722
1097
– –
-22,302
1098
– –
-76,514
1099
– –
-13,262
1100
– –
-11,223
42 43
44
45 46