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
176
$5.72M 0.12%
48,684
-113
177
$5.72M 0.12%
259,833
+12,393
178
$5.67M 0.12%
47,371
+7,812
179
$5.66M 0.12%
43,628
+341
180
$5.64M 0.12%
106,709
+25,004
181
$5.58M 0.12%
24,206
+50
182
$5.58M 0.12%
22,740
+1,106
183
$5.57M 0.12%
60,996
+32,987
184
$5.56M 0.12%
51,187
+3,078
185
$5.52M 0.12%
24,991
+2,298
186
$5.47M 0.12%
121,896
-6,184
187
$5.47M 0.12%
171,922
+42,430
188
$5.47M 0.12%
120,655
-163,044
189
$5.46M 0.11%
100,209
-1,665
190
$5.45M 0.11%
39,981
+19,772
191
$5.43M 0.11%
113,579
+1,483
192
$5.37M 0.11%
97,725
+8,437
193
$5.34M 0.11%
73,243
+4,320
194
$5.33M 0.11%
40,514
+215
195
$5.3M 0.11%
83,574
+22,461
196
$5.26M 0.11%
73,185
+4,198
197
$5.1M 0.11%
14,118
+124
198
$5.09M 0.11%
43,393
+28,280
199
$5.08M 0.11%
52,636
+1,705
200
$5.03M 0.11%
195,507
-2,491
6 7
8
9 10