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
301
$1.36M 0.07%
11,512
+240
302
$1.36M 0.07%
96,462
+6,914
303
$1.36M 0.07%
27,838
+1,438
304
$1.35M 0.07%
51,592
+20,551
305
$1.34M 0.07%
18,008
+450
306
$1.34M 0.07%
4,609
+3,371
307
$1.34M 0.07%
29,334
+7,840
308
$1.32M 0.07%
16,579
-1,649
309
$1.32M 0.07%
21,913
-550
310
$1.32M 0.07%
50,247
-402
311
$1.31M 0.06%
+5,763
312
$1.31M 0.06%
158,105
-56,742
313
$1.31M 0.06%
28,442
+2,801
314
$1.29M 0.06%
4,135
+2,490
315
$1.26M 0.06%
38,089
+7,125
316
$1.26M 0.06%
12,333
-2,152
317
$1.25M 0.06%
+19,465
318
$1.24M 0.06%
48,054
+6,471
319
$1.24M 0.06%
84,038
-63,265
320
$1.23M 0.06%
44,525
-1,243
321
$1.22M 0.06%
+128,219
322
$1.21M 0.06%
30,144
+4,496
323
$1.21M 0.06%
46,056
-3,616
324
$1.21M 0.06%
5,057
-1,618
325
$1.21M 0.06%
+48,418
11 12
13
14 15