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
326
$2.15M 0.05%
61,726
+534
327
$2.14M 0.05%
49,012
-3,754
328
$2.11M 0.05%
68,928
-967
329
$2.11M 0.05%
50,401
-2,405
330
$2.08M 0.05%
16,793
-71
331
$2.07M 0.05%
8,139
-47
332
$2.07M 0.05%
15,221
+585
333
$2.07M 0.05%
+99,891
334
$2.06M 0.05%
14,880
+613
335
$2.06M 0.05%
7,923
+607
336
$2.04M 0.05%
38,510
+10,909
337
$2.03M 0.05%
26,369
+365
338
$2.01M 0.05%
3,843
+112
339
$2.01M 0.05%
27,957
+1,298
340
$2M 0.05%
26,993
-5,035
341
$2M 0.05%
2,776
-424
342
$1.99M 0.05%
111,018
-4,418
343
$1.99M 0.05%
20,795
-12,210
344
$1.99M 0.05%
11,643
+46
345
$1.98M 0.05%
13,505
+11,392
346
$1.98M 0.05%
10,000
347
$1.97M 0.05%
34,868
+4,178
348
$1.96M 0.05%
39,149
+13,961
349
$1.96M 0.05%
2,568
+178
350
$1.94M 0.05%
23,130
-270
12 13
14
15 16