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
401
$916K 0.05%
6,641
-420
402
$915K 0.05%
+11,210
403
$913K 0.05%
16,943
+3,605
404
$907K 0.04%
3,769
-113
405
$906K 0.04%
+22,454
406
$904K 0.04%
35,390
-2,684
407
$899K 0.04%
21,282
-33
408
$889K 0.04%
8,280
+128
409
$885K 0.04%
39,030
+28,385
410
$876K 0.04%
+5,786
411
$876K 0.04%
4,635
+970
412
$875K 0.04%
10,260
+657
413
$868K 0.04%
2,987
-176
414
$863K 0.04%
3,853
-307
415
$862K 0.04%
39,872
+1,206
416
$849K 0.04%
+25,325
417
$848K 0.04%
+27,956
418
$843K 0.04%
23,019
+14,940
419
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25,393
-27,466
420
$832K 0.04%
13,581
+816
421
$830K 0.04%
13,434
+5,328
422
$817K 0.04%
7,384
-37
423
$815K 0.04%
+10,168
424
$814K 0.04%
8,744
-159
425
$811K 0.04%
13,720
+5,336
15 16
17
18 19