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
251
$2.94M 0.07%
4,214
+251
252
$2.92M 0.07%
74,846
+6,640
253
$2.9M 0.07%
17,955
+541
254
$2.9M 0.07%
52,858
+28,256
255
$2.87M 0.07%
+66,784
256
$2.85M 0.07%
16,098
+895
257
$2.85M 0.07%
33,659
+8,654
258
$2.83M 0.07%
13,747
+5
259
$2.78M 0.07%
21,159
+1,519
260
$2.74M 0.07%
95,101
+24,807
261
$2.74M 0.07%
30,194
+27,687
262
$2.72M 0.07%
21,208
+18,942
263
$2.72M 0.07%
110,912
+33,028
264
$2.69M 0.07%
+54,442
265
$2.69M 0.07%
53,755
-30,635
266
$2.68M 0.07%
11,570
-179
267
$2.67M 0.07%
51,090
+2,535
268
$2.65M 0.07%
22,883
+11,498
269
$2.65M 0.07%
70,355
+3,567
270
$2.64M 0.07%
38,925
-767
271
$2.64M 0.07%
+53,365
272
$2.63M 0.07%
94,074
+2,006
273
$2.62M 0.07%
+28,002
274
$2.62M 0.07%
+58,115
275
$2.6M 0.07%
27,725
+10,164
9 10
11
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