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
576
$741K 0.02%
17,276
+563
577
$737K 0.02%
+17,934
578
$736K 0.02%
3,124
-30
579
$736K 0.02%
19,182
-1,078
580
$733K 0.02%
5,731
-699
581
$729K 0.02%
14,746
-2,731
582
$728K 0.02%
4,427
-364
583
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4,454
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584
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24,770
-1,280
585
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4,797
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586
$712K 0.02%
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587
$712K 0.02%
25,117
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588
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+24,238
589
$706K 0.02%
15,575
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590
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5,690
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595
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18,419
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596
$682K 0.02%
41,708
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$681K 0.02%
2,804
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598
$681K 0.02%
10,878
+5,153
599
$673K 0.02%
6,581
-65,699
600
$664K 0.02%
14,206
-100
22 23
24
25 26