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
1151
– –
-55,497
1152
– –
-46,831
1153
– –
-5,144
1154
– –
-2,423
1155
– –
-3,066
1156
– –
-4,535
1157
– –
-28,874
1158
– –
-5,833
1159
– –
-70,268
1160
– –
0
1161
– –
-3,449
1162
– –
-2,301
1163
– –
-5,362
1164
– –
-148,890
1165
– –
-41,113
1166
– –
-3,467
1167
– –
-17,370
1168
– –
-105,599
1169
– –
-32,189
1170
– –
-3,150
43 44 45 46
47