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
201
$2.54M 0.11%
52,791
-3,465
202
$2.54M 0.11%
33,216
-5,475
203
$2.54M 0.11%
119,667
+7,406
204
$2.53M 0.11%
66,774
-7,046
205
$2.53M 0.11%
13,749
-4
206
$2.53M 0.11%
33,443
-1,510
207
$2.53M 0.11%
70,063
+36,576
208
$2.52M 0.11%
10,364
-321
209
$2.51M 0.11%
6,074
+2,462
210
$2.5M 0.1%
8,735
+1
211
$2.5M 0.1%
35,272
-4,775
212
$2.41M 0.1%
60,716
+31,354
213
$2.4M 0.1%
11,496
+577
214
$2.4M 0.1%
32,866
+10,908
215
$2.39M 0.1%
18,819
-11
216
$2.36M 0.1%
44,129
-361
217
$2.33M 0.1%
26,732
218
$2.32M 0.1%
15,253
-39,204
219
$2.3M 0.1%
18,697
+892
220
$2.26M 0.09%
39,060
+1,747
221
$2.25M 0.09%
55,661
-10
222
$2.24M 0.09%
22,404
+6,574
223
$2.22M 0.09%
+40,526
224
$2.21M 0.09%
48,441
+1,917
225
$2.18M 0.09%
26,346
-543
7 8
9
10 11