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
251
$1.75M 0.09%
+27,862
252
$1.75M 0.09%
5,560
-2,168
253
$1.74M 0.09%
4,483
+794
254
$1.73M 0.09%
26,700
+18,995
255
$1.73M 0.09%
+23,503
256
$1.73M 0.09%
+20,121
257
$1.71M 0.08%
34,317
+1,700
258
$1.71M 0.08%
33,767
+8,388
259
$1.71M 0.08%
13,111
+1,573
260
$1.7M 0.08%
+17,312
261
$1.7M 0.08%
+13,666
262
$1.68M 0.08%
38,809
+32,836
263
$1.67M 0.08%
12,608
+1,454
264
$1.67M 0.08%
14,443
+7,906
265
$1.64M 0.08%
17,570
+6,413
266
$1.64M 0.08%
44,848
+32,979
267
$1.63M 0.08%
43,340
-110
268
$1.62M 0.08%
+26,455
269
$1.6M 0.08%
4,389
+292
270
$1.59M 0.08%
56,975
+11,381
271
$1.59M 0.08%
6,567
-4,763
272
$1.59M 0.08%
91,086
-1,740
273
$1.58M 0.08%
104,221
+41,421
274
$1.54M 0.08%
+48,853
275
$1.54M 0.08%
62,311
+3,322
9 10
11
12 13