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
151
$3.62M 0.15%
26,212
-1,934
152
$3.61M 0.15%
58,160
-42,777
153
$3.54M 0.15%
35,683
+15,315
154
$3.54M 0.15%
19,820
+1,861
155
$3.51M 0.15%
90,281
-9,088
156
$3.5M 0.15%
34,548
-76
157
$3.5M 0.15%
153,527
+10,005
158
$3.5M 0.15%
16,485
-336
159
$3.48M 0.15%
61,676
+871
160
$3.44M 0.14%
31,226
-5,236
161
$3.4M 0.14%
137,064
+31,124
162
$3.39M 0.14%
8,789
+130
163
$3.38M 0.14%
+41,946
164
$3.36M 0.14%
205,976
-13,388
165
$3.34M 0.14%
84,068
+3,338
166
$3.27M 0.14%
44,345
-2,664
167
$3.24M 0.14%
32,808
-9,160
168
$3.22M 0.14%
31,323
+9,883
169
$3.2M 0.13%
111,716
+9,035
170
$3.19M 0.13%
53,850
+901
171
$3.18M 0.13%
49,832
+338
172
$3.18M 0.13%
199,019
+26,027
173
$3.17M 0.13%
70,071
-8,647
174
$3.16M 0.13%
39,663
+604
175
$3.15M 0.13%
32,149
-3,911
5 6
7
8 9