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
151
$3.23M 0.15%
6,863
-40
152
$3.2M 0.15%
18,361
+2,627
153
$3.19M 0.15%
83,526
-921
154
$3.19M 0.15%
51,290
-1,122
155
$3.17M 0.15%
227,372
-6,964
156
$3.15M 0.15%
151,251
-37,635
157
$3.15M 0.15%
46,216
-8,574
158
$3.14M 0.15%
22,827
+2,384
159
$3.12M 0.15%
34,340
+4,074
160
$3.07M 0.15%
41,031
-10,138
161
$3.03M 0.14%
136,438
+25,741
162
$3.02M 0.14%
67,803
+17,354
163
$2.97M 0.14%
45,026
+4,236
164
$2.94M 0.14%
105,478
+1,427
165
$2.92M 0.14%
96,816
+3,972
166
$2.92M 0.14%
41,019
+4,466
167
$2.9M 0.14%
79,717
+8,195
168
$2.89M 0.14%
19,325
+360
169
$2.88M 0.14%
120,774
+89,588
170
$2.86M 0.14%
35,378
-2,197
171
$2.83M 0.13%
70,345
+3,971
172
$2.79M 0.13%
37,025
+3,672
173
$2.79M 0.13%
166,827
+35,502
174
$2.78M 0.13%
45,008
+5,336
175
$2.78M 0.13%
23,291
-139
5 6
7
8 9