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
126
$4.03M 0.19%
29,745
-3,084
127
$4.01M 0.19%
99,247
-3,752
128
$3.97M 0.19%
26,733
+1,718
129
$3.91M 0.19%
59,662
-191,868
130
$3.9M 0.18%
165,490
-267,710
131
$3.83M 0.18%
30,746
+7,424
132
$3.81M 0.18%
39,913
+1,728
133
$3.73M 0.18%
13,546
-10,874
134
$3.73M 0.18%
79,553
-42,990
135
$3.65M 0.17%
25,364
-27,209
136
$3.65M 0.17%
22,116
+1,973
137
$3.56M 0.17%
139,000
-90,913
138
$3.5M 0.17%
17,305
-70
139
$3.47M 0.16%
76,121
+9,365
140
$3.43M 0.16%
62,488
-1,171
141
$3.42M 0.16%
41,108
+23,718
142
$3.41M 0.16%
25,132
-2,638
143
$3.36M 0.16%
53,113
+49,257
144
$3.34M 0.16%
62,452
+5,899
145
$3.31M 0.16%
86,402
+9,802
146
$3.29M 0.16%
74,539
-6,895
147
$3.27M 0.16%
103,884
-19,842
148
$3.27M 0.16%
126,900
+20,593
149
$3.25M 0.15%
31,762
-21,137
150
$3.25M 0.15%
44,979
+4,317
4 5
6
7 8