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
451
$750K 0.04%
+15,150
452
$747K 0.04%
68,825
+6,778
453
$745K 0.04%
4,527
-274
454
$744K 0.04%
16,429
455
$738K 0.04%
12,231
+1,968
456
$737K 0.04%
9,600
+682
457
$732K 0.04%
11,578
+218
458
$727K 0.04%
8,985
-428
459
$726K 0.04%
16,124
-465
460
$722K 0.04%
3,302
+85
461
$722K 0.04%
3,578
-109
462
$717K 0.04%
3,412
463
$714K 0.04%
11,421
-16
464
$714K 0.04%
2,386
-964
465
$711K 0.04%
32,453
+4,701
466
$711K 0.04%
7,759
+840
467
$710K 0.04%
4,728
+2
468
$710K 0.04%
40,296
+5,477
469
$709K 0.04%
25,687
-9,137
470
$703K 0.03%
33,632
-100
471
$703K 0.03%
5,665
+2,790
472
$702K 0.03%
9,939
-2,533
473
$702K 0.03%
5,821
+1,543
474
$693K 0.03%
1,848
-4,176
475
$685K 0.03%
+24,008
17 18
19
20 21