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
351
$1.1M 0.05%
15,919
+2,137
352
$1.1M 0.05%
33,797
+23,717
353
$1.09M 0.05%
9,151
+2,484
354
$1.09M 0.05%
17,690
+5,486
355
$1.09M 0.05%
+14,225
356
$1.08M 0.05%
11,263
+968
357
$1.07M 0.05%
54,492
+1,803
358
$1.07M 0.05%
71,839
-2,367
359
$1.06M 0.05%
+16,441
360
$1.06M 0.05%
23,634
+4,173
361
$1.06M 0.05%
19,356
+113
362
$1.06M 0.05%
15,523
+390
363
$1.06M 0.05%
45,090
+20,050
364
$1.05M 0.05%
+32,320
365
$1.05M 0.05%
76,730
-2,918
366
$1.05M 0.05%
+20,286
367
$1.05M 0.05%
2,708
-716
368
$1.05M 0.05%
113,346
+17,559
369
$1.04M 0.05%
9,635
+84
370
$1.04M 0.05%
8,844
+43
371
$1.03M 0.05%
18,084
+638
372
$1.03M 0.05%
+7,996
373
$1.03M 0.05%
21,689
+1,122
374
$1.03M 0.05%
21,288
+16,488
375
$1.02M 0.05%
14,941
+3,220
13 14
15
16 17