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
476
$682K 0.03%
+12,269
477
$680K 0.03%
7,237
+2,679
478
$679K 0.03%
+18,060
479
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13,176
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480
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+17,063
481
$676K 0.03%
2,870
+232
482
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+10,433
483
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+10,057
484
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+29,491
485
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486
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487
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3,660
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488
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489
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7,541
-8,395
490
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491
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16,751
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492
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493
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494
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495
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24,230
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3,912
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498
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12,868
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499
$626K 0.03%
+19,397
500
$626K 0.03%
+12,211
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