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
276
$2.6M 0.07%
44,915
+3,025
277
$2.6M 0.07%
+20,434
278
$2.6M 0.07%
17,441
+764
279
$2.6M 0.07%
+53,831
280
$2.58M 0.06%
+57,452
281
$2.57M 0.06%
26,354
+416
282
$2.57M 0.06%
26,878
-106
283
$2.57M 0.06%
32,831
-7,398
284
$2.57M 0.06%
23,503
+12,051
285
$2.55M 0.06%
19,579
-244
286
$2.55M 0.06%
+23,123
287
$2.55M 0.06%
26,958
+7,597
288
$2.54M 0.06%
91,459
-6,378
289
$2.53M 0.06%
58,423
+27,257
290
$2.53M 0.06%
+58,168
291
$2.53M 0.06%
+77,728
292
$2.51M 0.06%
30,067
-491
293
$2.5M 0.06%
42,571
-1,995
294
$2.48M 0.06%
29,864
+451
295
$2.44M 0.06%
25,277
-2,460
296
$2.43M 0.06%
669
-5,199
297
$2.43M 0.06%
+185,523
298
$2.4M 0.06%
80,415
-2,451
299
$2.38M 0.06%
20,114
-2,156
300
$2.38M 0.06%
14,029
+82
10 11
12
13 14