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
$2.38B
AUM Growth
+$79.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$24.8M
3
+$24.3M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$19.7M
5
GE icon
GE Aerospace
GE
+$10.2M

Top Sells

1
+$31.4M
2
+$29.5M
3
+$28.8M
4
MPRO icon
Monarch ProCap Index ETF
MPRO
+$27.3M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$26.2M

Sector Composition

1 Technology 12.86%
2 Healthcare 6.65%
3 Consumer Discretionary 6.48%
4 Financials 6.22%
5 Industrials 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.21M 0.22%
62,725
+7,613
102
$5.21M 0.22%
27,247
-825
103
$5.19M 0.22%
23,316
-181
104
$5.18M 0.22%
282,816
-2,094
105
$5.11M 0.21%
41,650
-1,477
106
$5.05M 0.21%
23,809
-626
107
$5.02M 0.21%
162,645
-6,140
108
$4.95M 0.21%
98,655
+31,510
109
$4.85M 0.2%
134,653
+24,065
110
$4.84M 0.2%
50,571
+12,588
111
$4.81M 0.2%
37,671
-1,761
112
$4.69M 0.2%
44,455
-331
113
$4.61M 0.19%
48,657
-319
114
$4.58M 0.19%
49,395
-153,242
115
$4.56M 0.19%
9,881
+2,730
116
$4.56M 0.19%
+30,750
117
$4.55M 0.19%
59,893
+2,371
118
$4.52M 0.19%
57,819
+534
119
$4.43M 0.19%
33,069
+302
120
$4.41M 0.19%
115,049
-940
121
$4.34M 0.18%
53,885
-7,266
122
$4.33M 0.18%
86,607
-19,250
123
$4.32M 0.18%
61,938
-721
124
$4.27M 0.18%
104,708
-2,421
125
$4.27M 0.18%
181,739
+13,974
3 4
5
6 7