KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
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
Consumer Discretionary Select Sector SPDR Fund
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
1
$83.3M 3.95%
3,497,791
+558,973
2
$77.4M 3.67%
560,305
-53,102
3
$69.2M 3.28%
718,570
-9,533
4
$50.8M 2.41%
218,115
+5,479
5
$38.3M 1.82%
1,816,554
+361,202
6
$37.4M 1.77%
330,533
+70,900
7
$35.1M 1.66%
349,604
+347,271
8
$32.8M 1.56%
412,709
+41,958
9
$28.9M 1.37%
1,359,583
+230,123
10
$24.9M 1.18%
93,344
-1,014
11
$21.7M 1.03%
132,905
+9,628
12
$20.8M 0.99%
172,085
+156,733
13
$19.9M 0.94%
253,324
+97,781
14
$18.1M 0.86%
378,679
+371,598
15
$18.1M 0.86%
65,703
-1,102
16
$17.8M 0.85%
150,260
+38,775
17
$17.8M 0.85%
305,734
+130,023
18
$17M 0.81%
238,368
+76,823
19
$16.9M 0.8%
164,837
+39,300
20
$15.4M 0.73%
231,509
-18,754
21
$15.2M 0.72%
1,249,860
+118,610
22
$14.9M 0.71%
31,512
23
$14.8M 0.7%
103,591
+95,769
24
$14.2M 0.67%
28,051
+10,843
25
$14.2M 0.67%
86,835
+4,303
1
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