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
351
$1.94M 0.05%
8,093
+504
352
$1.92M 0.05%
81,422
-5,347
353
$1.92M 0.05%
69,827
-1,353
354
$1.9M 0.05%
44,127
+8,835
355
$1.88M 0.05%
4,133
-10
356
$1.88M 0.05%
50,619
+2,342
357
$1.86M 0.05%
224,555
+30,572
358
$1.85M 0.05%
21,906
+792
359
$1.85M 0.05%
62,592
+1,877
360
$1.82M 0.05%
17,290
-2,479
361
$1.81M 0.05%
27,549
-833
362
$1.8M 0.05%
11,527
+1,556
363
$1.79M 0.05%
68,782
-100
364
$1.79M 0.04%
39,098
+1,000
365
$1.78M 0.04%
17,631
+3,722
366
$1.78M 0.04%
+9,445
367
$1.78M 0.04%
+54,700
368
$1.76M 0.04%
13,594
-667
369
$1.76M 0.04%
47,870
-1,872
370
$1.73M 0.04%
53,633
+1,191
371
$1.72M 0.04%
15,110
-121
372
$1.72M 0.04%
52,505
+822
373
$1.71M 0.04%
6,298
-99
374
$1.68M 0.04%
+54,831
375
$1.68M 0.04%
4,029
+330
13 14
15
16 17