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
126
$4.19M 0.18%
85,262
-1,302
127
$4.18M 0.18%
217,381
-38,501
128
$4.09M 0.17%
14,326
-40
129
$4.04M 0.17%
82,173
-71,907
130
$4.03M 0.17%
67,662
+3,145
131
$4.03M 0.17%
5,461
+955
132
$4M 0.17%
24,998
-6,021
133
$3.91M 0.16%
89,515
+3,692
134
$3.87M 0.16%
46,662
+12,949
135
$3.87M 0.16%
41,215
-440
136
$3.86M 0.16%
18,873
+154
137
$3.85M 0.16%
+144,659
138
$3.84M 0.16%
48,959
-7,498
139
$3.83M 0.16%
55,191
-9,099
140
$3.8M 0.16%
155,874
+138,662
141
$3.8M 0.16%
15,398
-2,672
142
$3.75M 0.16%
25,911
+1,651
143
$3.72M 0.16%
72,402
+34
144
$3.71M 0.16%
34,100
+114
145
$3.68M 0.15%
73,233
-23,852
146
$3.67M 0.15%
22,151
-3,205
147
$3.65M 0.15%
115,081
+5,511
148
$3.65M 0.15%
+26,308
149
$3.64M 0.15%
80,389
-5,481
150
$3.63M 0.15%
111,197
-60,388
4 5
6
7 8