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
576
$467K 0.02%
7,370
+688
577
$467K 0.02%
2,425
578
$465K 0.02%
4,880
+2,164
579
$464K 0.02%
2,954
-79
580
$462K 0.02%
1,473
-50
581
$462K 0.02%
27,121
+2,262
582
$461K 0.02%
8,045
-18,378
583
$459K 0.02%
4,724
+269
584
$458K 0.02%
1,784
+610
585
$453K 0.02%
9,948
+3,545
586
$452K 0.02%
3,650
587
$450K 0.02%
15,464
-116
588
$446K 0.02%
35,832
+15,606
589
$445K 0.02%
2,564
-53
590
$444K 0.02%
7,329
+3,442
591
$444K 0.02%
3,133
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592
$443K 0.02%
19,853
+1,307
593
$443K 0.02%
7,946
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594
$441K 0.02%
+3,605
595
$440K 0.02%
10,862
+881
596
$438K 0.02%
2,749
+2
597
$433K 0.02%
7,185
+879
598
$431K 0.02%
2,538
+1,088
599
$428K 0.02%
11,781
600
$426K 0.02%
13,092
+5,671
22 23
24
25 26