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
126
$8.25M 0.17%
49,874
+1,693
127
$8.19M 0.17%
64,406
+59,023
128
$8.13M 0.17%
361,046
+75,622
129
$7.99M 0.17%
28,865
+1,008
130
$7.96M 0.17%
264,113
-11,731
131
$7.92M 0.17%
50,364
+2,466
132
$7.92M 0.17%
63,554
+60,998
133
$7.91M 0.17%
144,733
+7,907
134
$7.88M 0.17%
89,189
+17,941
135
$7.87M 0.17%
+267,449
136
$7.83M 0.16%
96,905
-82,257
137
$7.82M 0.16%
22,363
+1,140
138
$7.78M 0.16%
115,302
+2,404
139
$7.72M 0.16%
201,483
+34,490
140
$7.68M 0.16%
44,570
+1,344
141
$7.67M 0.16%
84,504
+679
142
$7.58M 0.16%
36,669
+260
143
$7.35M 0.15%
19,590
+908
144
$7.34M 0.15%
42,091
+2,518
145
$7.23M 0.15%
302,454
+18,717
146
$7.2M 0.15%
90,431
+46,785
147
$7.18M 0.15%
21,676
-778
148
$7.16M 0.15%
283,126
-66,664
149
$7.13M 0.15%
95,911
+33,379
150
$7.13M 0.15%
120,363
+7,557
4 5
6
7 8