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
376
$1.01M 0.05%
21,693
-160
377
$1.01M 0.05%
30,726
+5,954
378
$1.01M 0.05%
9,538
+160
379
$1M 0.05%
10,585
-693
380
$999K 0.05%
14,874
+491
381
$991K 0.05%
10,883
382
$990K 0.05%
10,216
+831
383
$986K 0.05%
+12,918
384
$981K 0.05%
+39,832
385
$979K 0.05%
1,977
+450
386
$970K 0.05%
11,898
+768
387
$957K 0.05%
4,015
+45
388
$954K 0.05%
3,464
-6,727
389
$952K 0.05%
27,303
+13,647
390
$950K 0.05%
+10,762
391
$949K 0.05%
5,300
+725
392
$947K 0.05%
+11,820
393
$946K 0.05%
5,664
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394
$936K 0.05%
14,621
-2,543
395
$936K 0.05%
+18,741
396
$930K 0.05%
421
+118
397
$926K 0.05%
17,232
+129
398
$926K 0.05%
1,885
+1,026
399
$925K 0.05%
+18,783
400
$923K 0.05%
10,000
14 15
16
17 18