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
$2.11B
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$19M
3
+$17.8M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$13.6M
5
MPRO icon
Monarch ProCap Index ETF
MPRO
+$13.3M

Top Sells

1
+$13.3M
2
+$12.6M
3
+$10.6M
4
AAPL icon
Apple
AAPL
+$7.34M
5
NFLX icon
Netflix
NFLX
+$6.3M

Sector Composition

1 Technology 11.8%
2 Healthcare 7.28%
3 Financials 5.83%
4 Consumer Discretionary 5.64%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.86M 0.23%
96,528
-8,322
102
$4.84M 0.23%
33,508
+1
103
$4.79M 0.23%
312,111
+38,165
104
$4.78M 0.23%
20,554
+92
105
$4.7M 0.22%
148,959
+138,909
106
$4.66M 0.22%
27,924
+1,353
107
$4.66M 0.22%
53,014
-2,633
108
$4.62M 0.22%
157,575
+7,590
109
$4.58M 0.22%
49,785
+994
110
$4.56M 0.22%
43,451
-22,964
111
$4.55M 0.22%
56,297
+975
112
$4.52M 0.21%
116,477
+10,533
113
$4.5M 0.21%
118,395
+5,319
114
$4.49M 0.21%
57,526
+869
115
$4.46M 0.21%
49,842
+1,183
116
$4.45M 0.21%
279,669
+3,942
117
$4.43M 0.21%
133,509
+2,496
118
$4.43M 0.21%
17,213
+1,331
119
$4.38M 0.21%
61,545
-5,879
120
$4.26M 0.2%
97,270
+7,526
121
$4.21M 0.2%
37,418
+2,567
122
$4.19M 0.2%
95,645
-13,055
123
$4.09M 0.19%
86,314
+14,555
124
$4.05M 0.19%
100,497
+14,669
125
$4.05M 0.19%
18,924
+701
3 4
5
6 7