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
151
$7.11M 0.15%
139,921
+21,155
152
$6.83M 0.14%
120,376
-10
153
$6.8M 0.14%
4,762
-369
154
$6.78M 0.14%
132,919
-121,218
155
$6.78M 0.14%
+140,126
156
$6.76M 0.14%
58,537
+709
157
$6.71M 0.14%
178,583
-141,483
158
$6.68M 0.14%
116,973
+1,630
159
$6.6M 0.14%
154,342
+3,491
160
$6.56M 0.14%
51,175
+7,102
161
$6.55M 0.14%
128,806
+43,309
162
$6.53M 0.14%
67,042
+1,153
163
$6.51M 0.14%
117,206
+41,881
164
$6.43M 0.14%
21,596
-279
165
$6.23M 0.13%
208,402
-11,261
166
$6.22M 0.13%
30,993
+4,089
167
$6.15M 0.13%
27,837
+9,577
168
$6.12M 0.13%
10,461
+416
169
$6.04M 0.13%
22,259
+1,763
170
$6.03M 0.13%
49,732
+21,953
171
$5.93M 0.12%
117,897
+5,455
172
$5.89M 0.12%
60,253
-26,678
173
$5.87M 0.12%
23,834
-419
174
$5.82M 0.12%
70,001
-62,810
175
$5.81M 0.12%
9,912
-528
5 6
7
8 9