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
201
$4.98M 0.1%
86,030
+15,151
202
$4.9M 0.1%
94,694
+61,943
203
$4.9M 0.1%
181,793
+88,781
204
$4.8M 0.1%
21,829
+1,606
205
$4.74M 0.1%
163,028
-162,583
206
$4.66M 0.1%
50,070
+16,013
207
$4.62M 0.1%
101,132
-1,480
208
$4.59M 0.1%
90,538
+60,316
209
$4.59M 0.1%
11,736
+78
210
$4.57M 0.1%
14,102
+545
211
$4.52M 0.1%
46,964
+742
212
$4.5M 0.09%
75,996
+4,390
213
$4.45M 0.09%
112,261
+10,904
214
$4.42M 0.09%
93,803
+19,023
215
$4.4M 0.09%
77,974
-3,459
216
$4.4M 0.09%
8,337
+58
217
$4.4M 0.09%
32,176
-862
218
$4.38M 0.09%
177,725
+67,110
219
$4.38M 0.09%
37,969
+4,176
220
$4.35M 0.09%
53,330
-5,650
221
$4.34M 0.09%
50,037
+19,692
222
$4.3M 0.09%
225,720
+4,952
223
$4.3M 0.09%
35,698
+8,204
224
$4.17M 0.09%
23,283
+384
225
$4.15M 0.09%
397,089
+81,991
7 8
9
10 11