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
276
$1.54M 0.08%
11,550
+2,154
277
$1.53M 0.08%
4,333
+933
278
$1.52M 0.08%
+13,090
279
$1.52M 0.07%
24,924
-3,372
280
$1.51M 0.07%
17,319
-136
281
$1.51M 0.07%
27,549
+373
282
$1.51M 0.07%
15,115
+4,683
283
$1.51M 0.07%
60,067
-12,000
284
$1.49M 0.07%
19,741
-8,877
285
$1.49M 0.07%
44,990
+35,464
286
$1.48M 0.07%
+37,219
287
$1.47M 0.07%
13,859
+1,184
288
$1.46M 0.07%
12,501
+136
289
$1.46M 0.07%
26,513
-1,483
290
$1.45M 0.07%
41,164
+2,443
291
$1.44M 0.07%
12,321
-3,981
292
$1.43M 0.07%
56,733
+43,133
293
$1.42M 0.07%
10,267
-741
294
$1.42M 0.07%
31,333
+2,888
295
$1.41M 0.07%
76,647
+32,217
296
$1.41M 0.07%
21,111
-1,101
297
$1.4M 0.07%
6,290
-1,668
298
$1.38M 0.07%
7,959
+1,204
299
$1.37M 0.07%
6,599
+778
300
$1.37M 0.07%
+18,521
10 11
12
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