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
101
$9.14M 0.19%
28,405
-279
102
$9.12M 0.19%
118,211
+2,489
103
$9.12M 0.19%
30,962
+676
104
$9.07M 0.19%
247,613
+46,596
105
$9M 0.19%
304,258
+8,388
106
$8.97M 0.19%
17,251
+650
107
$8.9M 0.19%
78,067
-293
108
$8.88M 0.19%
17,150
-1,165
109
$8.87M 0.19%
63,241
+1,530
110
$8.87M 0.19%
+73,215
111
$8.85M 0.19%
70,225
+4,970
112
$8.83M 0.19%
104,451
+102,608
113
$8.81M 0.19%
109,721
-5,809
114
$8.8M 0.19%
312,420
+51,081
115
$8.74M 0.18%
51,369
+8,922
116
$8.72M 0.18%
139,022
+38,198
117
$8.71M 0.18%
151,365
+8,054
118
$8.65M 0.18%
64,483
+711
119
$8.62M 0.18%
412,994
-273,771
120
$8.6M 0.18%
171,261
-119,860
121
$8.54M 0.18%
137,023
+8,473
122
$8.43M 0.18%
114,436
+14,278
123
$8.41M 0.18%
48,172
+11,503
124
$8.29M 0.17%
31,428
+670
125
$8.29M 0.17%
98,885
+4,535
3 4
5
6 7