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
301
$2.37M 0.06%
8,836
+190
302
$2.37M 0.06%
20,455
+4,122
303
$2.35M 0.06%
5,051
+174
304
$2.34M 0.06%
94,910
+47,369
305
$2.34M 0.06%
+35,617
306
$2.33M 0.06%
50,434
+1,417
307
$2.32M 0.06%
10,875
+1,521
308
$2.31M 0.06%
7,412
-88
309
$2.29M 0.06%
116,222
+9,990
310
$2.29M 0.06%
4,115
+182
311
$2.29M 0.06%
13,897
-1,346
312
$2.28M 0.06%
51,635
+10,327
313
$2.27M 0.06%
+82,557
314
$2.27M 0.06%
35,920
+2,397
315
$2.26M 0.06%
143,825
+20,961
316
$2.24M 0.06%
+12,243
317
$2.24M 0.06%
398,573
-19,637
318
$2.23M 0.06%
17,984
+15,995
319
$2.23M 0.06%
+17,498
320
$2.23M 0.06%
28,682
+514
321
$2.22M 0.06%
86,648
+27,038
322
$2.21M 0.06%
+35,508
323
$2.18M 0.05%
21,124
+3,000
324
$2.16M 0.05%
+14,498
325
$2.16M 0.05%
6,731
+169
11 12
13
14 15