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
426
$809K 0.04%
7,749
+4,112
427
$806K 0.04%
4,519
+157
428
$805K 0.04%
+10,191
429
$802K 0.04%
+10,316
430
$800K 0.04%
+9,072
431
$797K 0.04%
+29,739
432
$794K 0.04%
11,455
+7,813
433
$794K 0.04%
+20,327
434
$782K 0.04%
113,861
+20,032
435
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10,300
+3,696
436
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+18,269
437
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30,322
+4,360
438
$772K 0.04%
22,358
+6,451
439
$770K 0.04%
2,223
+26
440
$767K 0.04%
+18,426
441
$766K 0.04%
11,782
+3,430
442
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+29,522
443
$764K 0.04%
24,278
-347
444
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+17,581
445
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12,047
+1,577
446
$753K 0.04%
8,252
+3,662
447
$753K 0.04%
6,490
+1,106
448
$752K 0.04%
22,139
+11,640
449
$751K 0.04%
1,957
+5
450
$751K 0.04%
6,147
-4,270
16 17
18
19 20