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
551
$817K 0.02%
+3,157
552
$812K 0.02%
24,750
+544
553
$811K 0.02%
6,910
+1,116
554
$806K 0.02%
13,866
+1,023
555
$802K 0.02%
10,464
-12,322
556
$802K 0.02%
14,400
-7,666
557
$799K 0.02%
18,000
558
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2,730
+142
559
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1,222
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560
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+25,162
561
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16,479
-342
562
$789K 0.02%
33,346
-12,317
563
$786K 0.02%
3,687
+319
564
$785K 0.02%
2,710
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565
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11,363
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19,043
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804
569
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46,931
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570
$759K 0.02%
14,529
-1,223
571
$756K 0.02%
3,513
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572
$756K 0.02%
3,981
-41,369
573
$754K 0.02%
+21,151
574
$754K 0.02%
11,197
-398
575
$744K 0.02%
6,095
21 22
23
24 25