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
476
$1.1M 0.03%
4,050
-63
477
$1.1M 0.03%
9,548
-609
478
$1.09M 0.03%
30,557
-47
479
$1.09M 0.03%
5,723
480
$1.09M 0.03%
21,238
-1,233
481
$1.07M 0.03%
6,726
-70,578
482
$1.07M 0.03%
4,306
+296
483
$1.06M 0.03%
6,579
+5,227
484
$1.06M 0.03%
21,543
-3,510
485
$1.06M 0.03%
20,460
+895
486
$1.05M 0.03%
32,885
+1,764
487
$1.05M 0.03%
45,448
-26,134
488
$1.05M 0.03%
21,832
-294
489
$1.04M 0.03%
19,549
+4,714
490
$1.03M 0.03%
20,309
+5,200
491
$1.02M 0.03%
4,135
-980
492
$1.02M 0.03%
41,607
493
$1.02M 0.03%
3,462
+1,087
494
$1.02M 0.03%
24,169
-28,810
495
$1.02M 0.03%
17,059
-546
496
$1.01M 0.03%
44,543
-2,755
497
$997K 0.03%
6,514
+43
498
$992K 0.02%
5,149
-41
499
$992K 0.02%
38,566
+681
500
$989K 0.02%
37,605
-31,813
18 19
20
21 22