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
601
$661K 0.02%
29,019
-3,201
602
$653K 0.02%
1,672
+6
603
$653K 0.02%
+5,641
604
$653K 0.02%
6,287
+1,977
605
$651K 0.02%
19,615
-7
606
$646K 0.02%
19,899
-1,448
607
$646K 0.02%
5,502
-1,665
608
$645K 0.02%
17,470
+1,751
609
$643K 0.02%
17,472
+8,342
610
$640K 0.02%
+8,724
611
$634K 0.02%
1
612
$633K 0.02%
11,773
-636
613
$632K 0.02%
31,142
-766
614
$625K 0.02%
19,340
-630
615
$615K 0.02%
2,663
+141
616
$609K 0.02%
13,402
-9,249
617
$608K 0.02%
10,539
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618
$605K 0.02%
6,099
+455
619
$605K 0.02%
3,666
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620
$602K 0.02%
226,366
-346
621
$601K 0.02%
3,219
+786
622
$600K 0.02%
25,448
+105
623
$599K 0.02%
+4,631
624
$598K 0.02%
21,449
-23,253
625
$593K 0.01%
+5,299
23 24
25
26 27