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
326
$1.2M 0.06%
+57,522
327
$1.19M 0.06%
47,305
-205
328
$1.18M 0.06%
26,769
+2,290
329
$1.18M 0.06%
+93,558
330
$1.18M 0.06%
19,761
+8,557
331
$1.17M 0.06%
31,830
-2,609
332
$1.17M 0.06%
4,279
+370
333
$1.16M 0.06%
30,195
+20,913
334
$1.16M 0.06%
13,935
-103
335
$1.16M 0.06%
22,921
+4,689
336
$1.16M 0.06%
28,900
+293
337
$1.15M 0.06%
+8,123
338
$1.15M 0.06%
8,610
-1,952
339
$1.14M 0.06%
8,098
+176
340
$1.14M 0.06%
24,207
-1,336
341
$1.14M 0.06%
43,865
+8,662
342
$1.14M 0.06%
88,981
+18,258
343
$1.14M 0.06%
+5,817
344
$1.14M 0.06%
1,776
+187
345
$1.13M 0.06%
15,239
+387
346
$1.12M 0.06%
35,037
+20,519
347
$1.12M 0.06%
27,806
+17,424
348
$1.12M 0.06%
10,857
+2,324
349
$1.11M 0.06%
11,177
-873
350
$1.11M 0.05%
56,166
-1,530
12 13
14
15 16