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
176
$2.77M 0.13%
55,434
-184
177
$2.77M 0.13%
78,082
-1,680
178
$2.76M 0.13%
37,565
-6,811
179
$2.76M 0.13%
21,661
-617
180
$2.75M 0.13%
9,928
+3,967
181
$2.7M 0.13%
26,291
+8,703
182
$2.69M 0.13%
8,759
+104
183
$2.67M 0.13%
53,262
+35,708
184
$2.66M 0.13%
+107,032
185
$2.64M 0.13%
93,595
+10,094
186
$2.63M 0.12%
36,857
-7,249
187
$2.62M 0.12%
28,133
-17,726
188
$2.62M 0.12%
90,459
+13,583
189
$2.58M 0.12%
20,853
-261
190
$2.57M 0.12%
35,740
-26,556
191
$2.57M 0.12%
19,043
+844
192
$2.54M 0.12%
40,134
+26,305
193
$2.53M 0.12%
74,888
+7,821
194
$2.51M 0.12%
21,115
-1,533
195
$2.49M 0.12%
104,877
-9,678
196
$2.48M 0.12%
38,418
-2,378
197
$2.47M 0.12%
14,957
-2,877
198
$2.46M 0.12%
33,150
-209
199
$2.43M 0.12%
36,225
-13,416
200
$2.4M 0.11%
4,570
-81
6 7
8
9 10