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
$3.99B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M
2
+$43.3M
3
+$35M
4
MDPL icon
Monarch Dividend Plus Index ETF
MDPL
+$33.7M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$28.8M

Top Sells

1
+$31.6M
2
+$18.9M
3
+$11.8M
4
WSM icon
Williams-Sonoma
WSM
+$11.2M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$10.3M

Sector Composition

1 Technology 14.07%
2 Financials 6.16%
3 Consumer Discretionary 5.9%
4 Healthcare 5.72%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.37M 0.08%
68,242
+32,106
227
$3.35M 0.08%
38,339
-137
228
$3.33M 0.08%
27,985
+132
229
$3.32M 0.08%
43,931
+2,567
230
$3.32M 0.08%
46,181
+2,333
231
$3.29M 0.08%
43,252
-8
232
$3.26M 0.08%
60,327
+744
233
$3.25M 0.08%
157,783
+15,994
234
$3.23M 0.08%
230,970
+173,280
235
$3.21M 0.08%
9,275
+445
236
$3.2M 0.08%
26,444
+10,279
237
$3.19M 0.08%
8,992
-2
238
$3.19M 0.08%
39,962
+352
239
$3.18M 0.08%
63,303
-2,521
240
$3.18M 0.08%
42,809
-720
241
$3.14M 0.08%
57,991
+3,705
242
$3.14M 0.08%
146,672
+8,062
243
$3.13M 0.08%
66,029
+15,926
244
$3.13M 0.08%
15,184
+1,038
245
$3.13M 0.08%
13,595
-6,934
246
$3.05M 0.08%
20,512
-49,289
247
$3M 0.08%
27,161
+4,893
248
$2.99M 0.08%
34,297
+105
249
$2.97M 0.07%
27,682
-550
250
$2.97M 0.07%
98,886
+88,762
8 9
10
11 12