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
176
$3.09M 0.13%
31,574
+680
177
$3.09M 0.13%
71,183
+23,972
178
$3.02M 0.13%
18,327
-746
179
$3.02M 0.13%
110,314
+999
180
$2.98M 0.13%
78,355
-2,225
181
$2.95M 0.12%
+48,502
182
$2.88M 0.12%
+25,715
183
$2.87M 0.12%
20,671
-214
184
$2.86M 0.12%
21,842
+350
185
$2.84M 0.12%
60,555
-151,131
186
$2.81M 0.12%
52,990
+5,290
187
$2.78M 0.12%
85,630
-2,290
188
$2.78M 0.12%
37,416
-2,193
189
$2.72M 0.11%
10,641
+817
190
$2.71M 0.11%
28,132
-29,748
191
$2.71M 0.11%
11,829
-640
192
$2.7M 0.11%
30,731
+10,307
193
$2.7M 0.11%
65,163
+1,010
194
$2.69M 0.11%
32,494
-316,760
195
$2.68M 0.11%
10,978
+95
196
$2.66M 0.11%
34,866
-2,122
197
$2.66M 0.11%
58,695
-3,052
198
$2.63M 0.11%
106,919
+74,369
199
$2.61M 0.11%
23,093
+18,415
200
$2.58M 0.11%
25,735
-26,622
6 7
8
9 10