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
401
$1.52M 0.04%
6,028
-15
402
$1.52M 0.04%
73,123
+18,417
403
$1.52M 0.04%
20,180
-2,548
404
$1.52M 0.04%
14,443
+3,913
405
$1.51M 0.04%
26,050
+7,600
406
$1.48M 0.04%
12,916
+1,030
407
$1.48M 0.04%
60,166
+4,724
408
$1.46M 0.04%
17,913
-274
409
$1.46M 0.04%
3,515
-189
410
$1.44M 0.04%
33,768
+984
411
$1.44M 0.04%
79,102
-8,159
412
$1.43M 0.04%
39,610
+891
413
$1.42M 0.04%
1,460
+95
414
$1.42M 0.04%
20,576
+3,766
415
$1.41M 0.04%
68,081
+50,145
416
$1.41M 0.04%
20,147
+991
417
$1.4M 0.04%
+34,668
418
$1.39M 0.03%
27,604
-111
419
$1.38M 0.03%
6,139
-52,312
420
$1.38M 0.03%
10,980
-827
421
$1.37M 0.03%
5,303
+1,067
422
$1.37M 0.03%
19,383
+4,343
423
$1.37M 0.03%
22,641
-1,416
424
$1.36M 0.03%
7,090
-175
425
$1.35M 0.03%
4,963
+1,705
15 16
17
18 19