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
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1102
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1104
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1105
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1108
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1110
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1111
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1112
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1113
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1114
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1115
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1116
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1117
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1118
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1119
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1120
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1121
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1122
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1123
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1124
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1125
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