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
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
– –
-16,755
1084
– –
-9,004
1085
– –
-13,166
1086
– –
-16,734
1087
– –
-25,375
1088
– –
-4,300
1089
– –
-42,826
1090
– –
-5,131
1091
– –
-10,714
1092
– –
-4,722
1093
– –
-20,441
1094
– –
-5,510
1095
– –
-7,633
1096
– –
-10,253
1097
– –
-5,019
1098
– –
-34,660
1099
– –
-5,847
1100
– –
-5,019
42 43
44
45 46