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
26
$28.7M 0.72%
649,373
+553,454
27
$28.1M 0.7%
93,204
+8,472
28
$28M 0.7%
342,825
-66,489
29
$27.1M 0.68%
56,273
+4,222
30
$27.1M 0.68%
445,700
+17,210
31
$26.1M 0.65%
68,039
+6,328
32
$26M 0.65%
54,043
+7,242
33
$22.3M 0.56%
180,882
+13,733
34
$22.2M 0.56%
110,872
+5,281
35
$21.8M 0.55%
137,942
+1,559
36
$21.4M 0.54%
279,571
+25,440
37
$21.1M 0.53%
375,963
+38,094
38
$20.4M 0.51%
202,750
-16,763
39
$20.2M 0.51%
136,946
-67,790
40
$19.1M 0.48%
319,903
+5,564
41
$18.6M 0.47%
106,271
+10,201
42
$18M 0.45%
63,452
+5,819
43
$17.6M 0.44%
33,425
+458
44
$17.3M 0.43%
187,108
+8,771
45
$17.2M 0.43%
101,848
+8,391
46
$16.4M 0.41%
104,018
+13,623
47
$16.2M 0.41%
148,326
+6,411
48
$15.9M 0.4%
37,718
+1,932
49
$15.2M 0.38%
301,369
+60,727
50
$14.6M 0.37%
293,258
+4,200
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