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
501
$623K 0.03%
5,913
+238
502
$622K 0.03%
9,633
503
$621K 0.03%
+6,457
504
$617K 0.03%
15,981
-191
505
$616K 0.03%
17,502
+10,902
506
$612K 0.03%
5,425
+268
507
$610K 0.03%
28,271
+13,945
508
$610K 0.03%
14,701
+580
509
$609K 0.03%
29,547
-6,121
510
$608K 0.03%
11,062
+1,077
511
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4,717
+1,296
512
$597K 0.03%
25,952
+3,542
513
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15,000
+5,000
514
$593K 0.03%
13,971
+1,034
515
$592K 0.03%
5,495
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516
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2,912
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517
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10,912
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518
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3,548
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519
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10,737
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520
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5,263
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521
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9,500
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522
$581K 0.03%
11,911
+1,344
523
$573K 0.03%
13,253
-107
524
$570K 0.03%
2,423
-99
525
$570K 0.03%
7,747
+1,656
19 20
21
22 23