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
526
$891K 0.02%
30,717
+18,101
527
$891K 0.02%
45,664
-2,486
528
$888K 0.02%
36,080
-1,210
529
$884K 0.02%
+37,698
530
$879K 0.02%
8,470
-135
531
$878K 0.02%
13,878
-3,456
532
$875K 0.02%
9,046
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533
$871K 0.02%
37,854
-86
534
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17,400
-700
535
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9,518
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536
$864K 0.02%
15,644
-4,986
537
$856K 0.02%
31,106
-2,045
538
$853K 0.02%
5,757
-320
539
$847K 0.02%
+11,954
540
$847K 0.02%
42,133
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541
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4,909
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542
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26,249
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543
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11,019
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544
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11,845
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545
$828K 0.02%
+32,556
546
$826K 0.02%
8,992
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547
$826K 0.02%
8,889
+742
548
$825K 0.02%
2,785
-23,671
549
$824K 0.02%
61,674
550
$819K 0.02%
1,526
+673
20 21
22
23 24