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
551
$507K 0.03%
9,293
552
$507K 0.03%
2,916
+74
553
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3,846
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554
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6,914
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555
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5,476
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556
$503K 0.02%
5,301
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557
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7,308
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558
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+4,801
559
$493K 0.02%
18,583
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560
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17,435
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561
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24,335
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562
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563
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33,588
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564
$475K 0.02%
8,088
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565
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$474K 0.02%
18,699
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14,209
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568
$473K 0.02%
29,452
569
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16,359
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570
$471K 0.02%
5,742
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571
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18,364
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572
$469K 0.02%
8,217
-125
573
$468K 0.02%
10,632
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574
$467K 0.02%
14,739
+2,161
575
$467K 0.02%
3,247
-265
21 22
23
24 25