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
501
$984K 0.02%
12,784
+680
502
$977K 0.02%
31,047
-3,974
503
$976K 0.02%
1,755
+58
504
$974K 0.02%
8,836
-120
505
$973K 0.02%
49,432
+14,616
506
$970K 0.02%
30,436
-2,441
507
$967K 0.02%
34,500
+801
508
$960K 0.02%
3,335
-547
509
$960K 0.02%
32,912
-5,056
510
$960K 0.02%
14,173
+7,163
511
$952K 0.02%
14,207
+103
512
$944K 0.02%
10,101
-291
513
$942K 0.02%
22,858
+562
514
$938K 0.02%
5,866
+61
515
$935K 0.02%
44,880
+816
516
$932K 0.02%
13,649
-3,588
517
$924K 0.02%
14,024
-80
518
$922K 0.02%
14,786
+184
519
$917K 0.02%
75,294
+4,935
520
$916K 0.02%
10,480
-3,469
521
$908K 0.02%
24,584
-340
522
$907K 0.02%
3,595
+1,046
523
$906K 0.02%
19,418
+9,929
524
$895K 0.02%
16,734
+484
525
$892K 0.02%
4,508
-225
19 20
21
22 23