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
$2.38B
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
Utilities Select Sector SPDR Fund
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
Energy Select Sector SPDR Fund
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
1
$97.4M 4.09%
590,716
-23,447
2
$68.3M 2.87%
685,904
+452,260
3
$64.9M 2.73%
2,549,003
-1,070,409
4
$55.9M 2.35%
193,928
-11,012
5
$42.9M 1.8%
1,920,494
+24,258
6
$39M 1.64%
430,669
+9,615
7
$38M 1.59%
367,425
+15,188
8
$36.2M 1.52%
112,676
+21,956
9
$34.9M 1.47%
1,388,146
-7,559
10
$25.8M 1.08%
255,308
+240,170
11
$25.6M 1.07%
683,629
+664,704
12
$25.1M 1.05%
335,959
-56,954
13
$23.9M 1%
353,183
+291,330
14
$23.9M 1%
295,930
-56,423
15
$23M 0.97%
126,198
+4,653
16
$21.7M 0.91%
281,237
+23,359
17
$20.5M 0.86%
277,048
+7,077
18
$20.4M 0.85%
339,416
+17,630
19
$19.6M 0.82%
66,369
+57
20
$17.5M 0.74%
77,821
-1,463
21
$17.1M 0.72%
113,259
-207,758
22
$17M 0.71%
109,418
-6,500
23
$16.2M 0.68%
32,558
+416
24
$15.9M 0.67%
46,202
+4,309
25
$15.7M 0.66%
151,106
-6,309
1
2 3 4 5