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
626
$391K 0.02%
+6,467
627
$390K 0.02%
2,930
+485
628
$389K 0.02%
6,515
+677
629
$388K 0.02%
2,253
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630
$388K 0.02%
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631
$386K 0.02%
1,603
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632
$385K 0.02%
5,024
+7
633
$384K 0.02%
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634
$380K 0.02%
1,199
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635
$379K 0.02%
2,777
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636
$378K 0.02%
3,732
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637
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+14,000
638
$376K 0.02%
6,969
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639
$373K 0.02%
9,280
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640
$373K 0.02%
5,571
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641
$371K 0.02%
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642
$370K 0.02%
15,854
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3,205
644
$369K 0.02%
2,201
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645
$368K 0.02%
6,165
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646
$367K 0.02%
3,674
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647
$364K 0.02%
11,785
+2,350
648
$364K 0.02%
2,522
+186
649
$362K 0.02%
+41,183
650
$362K 0.02%
8,812
-1,593
24 25
26
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