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
426
$1.35M 0.03%
65,331
+207
427
$1.34M 0.03%
51,720
+32,002
428
$1.34M 0.03%
79,500
-4,740
429
$1.34M 0.03%
18,322
-406
430
$1.34M 0.03%
32,321
-476
431
$1.33M 0.03%
5,106
+808
432
$1.33M 0.03%
34,579
+3,211
433
$1.33M 0.03%
27,023
+2,058
434
$1.32M 0.03%
16,434
-534
435
$1.32M 0.03%
62,243
+2,909
436
$1.3M 0.03%
18,279
-229
437
$1.29M 0.03%
9,334
-100
438
$1.29M 0.03%
23,710
+3,717
439
$1.29M 0.03%
38,988
+14,006
440
$1.29M 0.03%
40,460
+18,764
441
$1.28M 0.03%
16,493
-2,482
442
$1.27M 0.03%
14,088
+1,285
443
$1.26M 0.03%
13,110
-39
444
$1.26M 0.03%
+25,333
445
$1.25M 0.03%
13,675
+642
446
$1.25M 0.03%
51,926
-2,302
447
$1.24M 0.03%
29,532
-962
448
$1.23M 0.03%
4,703
-922
449
$1.23M 0.03%
2,808
+4
450
$1.23M 0.03%
7,200
+420
16 17
18
19 20