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
376
$1.66M 0.04%
32,166
-8,942
377
$1.66M 0.04%
27,978
-1,009
378
$1.66M 0.04%
4,034
-148
379
$1.65M 0.04%
4,144
+51
380
$1.65M 0.04%
32,615
+1,991
381
$1.65M 0.04%
24,597
+3,183
382
$1.64M 0.04%
23,528
-279
383
$1.63M 0.04%
9,658
+45
384
$1.63M 0.04%
+13,397
385
$1.62M 0.04%
14,939
+3,418
386
$1.61M 0.04%
35,576
+1,969
387
$1.6M 0.04%
+64,439
388
$1.6M 0.04%
7,016
+640
389
$1.6M 0.04%
19,068
-2,571
390
$1.59M 0.04%
17,478
+717
391
$1.58M 0.04%
+25,903
392
$1.58M 0.04%
86,140
+5,774
393
$1.57M 0.04%
23,575
-6,298
394
$1.57M 0.04%
18,001
-49,686
395
$1.57M 0.04%
18,942
-3,557
396
$1.56M 0.04%
11,344
-1,030
397
$1.56M 0.04%
69,391
+3,513
398
$1.54M 0.04%
88,756
-765
399
$1.54M 0.04%
7,900
-611
400
$1.53M 0.04%
6,509
+1,247
14 15
16
17 18