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
626
$586K 0.01%
13,695
-5,819
627
$584K 0.01%
6,497
-1,049
628
$583K 0.01%
+26,215
629
$578K 0.01%
10,761
-259
630
$577K 0.01%
4,935
+449
631
$574K 0.01%
17,589
-2,509
632
$572K 0.01%
+65,189
633
$572K 0.01%
16,735
+1,397
634
$571K 0.01%
17,570
+1,375
635
$571K 0.01%
17,956
+10
636
$566K 0.01%
22,550
-7,125
637
$565K 0.01%
10,396
+2,000
638
$563K 0.01%
3,545
-274
639
$555K 0.01%
+8,123
640
$552K 0.01%
365
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641
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4,199
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3,537
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643
$544K 0.01%
12,312
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644
$543K 0.01%
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645
$542K 0.01%
2,155
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646
$542K 0.01%
865
-21
647
$539K 0.01%
5,935
-2,121
648
$538K 0.01%
22,254
-352
649
$533K 0.01%
19,826
-2,095
650
$532K 0.01%
19,693
-391
24 25
26
27 28