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
451
$1.22M 0.03%
37,125
+1,830
452
$1.22M 0.03%
15,166
+396
453
$1.2M 0.03%
8,312
+76
454
$1.2M 0.03%
8,082
-873
455
$1.18M 0.03%
32,646
-980
456
$1.18M 0.03%
16,304
+4,092
457
$1.18M 0.03%
43,527
+378
458
$1.18M 0.03%
23,395
+2,158
459
$1.17M 0.03%
88,326
-20,548
460
$1.16M 0.03%
3,875
+1,045
461
$1.16M 0.03%
3,467
-158
462
$1.15M 0.03%
23,493
-4,925
463
$1.15M 0.03%
8,773
+100
464
$1.14M 0.03%
13,288
+136
465
$1.14M 0.03%
2,867
+238
466
$1.14M 0.03%
1,683
+646
467
$1.14M 0.03%
8,609
-593
468
$1.12M 0.03%
13,037
+150
469
$1.12M 0.03%
94,139
+703
470
$1.11M 0.03%
17,152
-1,788
471
$1.11M 0.03%
94,246
-3,395
472
$1.11M 0.03%
7,068
-5,160
473
$1.11M 0.03%
20,774
+3,681
474
$1.11M 0.03%
8,985
-120
475
$1.1M 0.03%
31,843
+6,312
17 18
19
20 21