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
26
$13.4M 0.66%
86,074
+4,688
27
$13M 0.64%
22,263
+2,967
28
$11.8M 0.58%
229,639
+97,187
29
$11M 0.55%
87,400
+20,260
30
$10.9M 0.54%
172,174
+21,841
31
$10.9M 0.54%
146,300
+1,783
32
$10.6M 0.52%
198,952
+26,301
33
$10.5M 0.52%
89,616
+3,644
34
$10.3M 0.51%
23,871
+3,169
35
$9.85M 0.49%
114,917
+39,869
36
$9.57M 0.47%
38,803
-5,443
37
$9.5M 0.47%
173,360
-138,496
38
$9.47M 0.47%
119,128
+5,687
39
$9.21M 0.46%
22,356
+483
40
$8.85M 0.44%
46,382
+3,191
41
$8.72M 0.43%
9,917
+164
42
$8.71M 0.43%
22,013
+2,324
43
$8.56M 0.42%
57,772
+3,297
44
$8.56M 0.42%
50,580
+1,541
45
$8.19M 0.4%
16,069
+3,047
46
$8.14M 0.4%
64,575
+4,510
47
$7.78M 0.38%
93,949
-76,865
48
$7.76M 0.38%
35,171
+5,258
49
$7.68M 0.38%
110,070
-96,122
50
$7.67M 0.38%
67,165
+17,952
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