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
$2.02B
AUM Growth
+$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$9.23M
3
+$8.18M
4
MAMB icon
Monarch Ambassador Income Index ETF
MAMB
+$7.61M
5
DIS icon
Walt Disney
DIS
+$7M

Top Sells

1
+$20.5M
2
+$7.77M
3
+$7.59M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.46M

Sector Composition

1 Technology 14.59%
2 Financials 8.15%
3 Consumer Discretionary 7.15%
4 Healthcare 6.97%
5 Communication Services 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.94M 0.1%
25,879
+2,477
227
$1.93M 0.1%
16,847
+351
228
$1.92M 0.09%
38,739
+2,167
229
$1.92M 0.09%
8,775
+3,774
230
$1.92M 0.09%
14,341
+3,388
231
$1.91M 0.09%
37,828
+3,132
232
$1.9M 0.09%
24,489
+5,072
233
$1.9M 0.09%
4,351
-702
234
$1.87M 0.09%
7,441
+3,381
235
$1.86M 0.09%
4,026
+103
236
$1.85M 0.09%
8,257
+1,294
237
$1.84M 0.09%
+15,839
238
$1.84M 0.09%
9,695
+70
239
$1.83M 0.09%
36,420
+154
240
$1.82M 0.09%
+26,918
241
$1.82M 0.09%
22,986
+2,993
242
$1.81M 0.09%
60,303
+52,285
243
$1.8M 0.09%
8,411
+894
244
$1.79M 0.09%
11,711
-3,468
245
$1.78M 0.09%
5,114
+1,173
246
$1.78M 0.09%
+193,804
247
$1.78M 0.09%
12,667
+785
248
$1.77M 0.09%
34,951
+1,068
249
$1.77M 0.09%
115,390
+5,618
250
$1.76M 0.09%
20,373
+4,191
8 9
10
11 12