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
201
$2.37M 0.11%
5,932
+202
202
$2.35M 0.11%
28,657
-2,325
203
$2.33M 0.11%
90,156
-1,372
204
$2.31M 0.11%
32,977
+4,013
205
$2.3M 0.11%
10,925
-289
206
$2.3M 0.11%
89,053
-6,001
207
$2.27M 0.11%
24,537
+3,693
208
$2.27M 0.11%
23,563
+1,384
209
$2.23M 0.11%
27,013
+29
210
$2.23M 0.11%
26,733
+16
211
$2.19M 0.1%
115,327
+2,157
212
$2.18M 0.1%
59,865
-12,922
213
$2.18M 0.1%
69,700
+23,964
214
$2.18M 0.1%
32,962
+2,250
215
$2.17M 0.1%
24,557
+1,393
216
$2.16M 0.1%
10,191
-5,668
217
$2.16M 0.1%
42,932
+12,900
218
$2.16M 0.1%
23,891
+2,838
219
$2.15M 0.1%
87,818
-20,669
220
$2.15M 0.1%
42,761
-1,414
221
$2.12M 0.1%
10,101
+305
222
$2.11M 0.1%
24,484
+516
223
$2.11M 0.1%
43,797
+345
224
$2.06M 0.1%
12,533
+771
225
$2.05M 0.1%
31,045
-3,840
7 8
9
10 11