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
651
$360K 0.02%
8,935
-2,371
652
$360K 0.02%
6,190
-63
653
$356K 0.02%
+24,932
654
$355K 0.02%
9,885
655
$353K 0.02%
7,906
-300
656
$352K 0.02%
25,643
+8,913
657
$351K 0.02%
+6,975
658
$351K 0.02%
2,352
+29
659
$348K 0.02%
6,976
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660
$345K 0.02%
+16,033
661
$345K 0.02%
+7,066
662
$344K 0.02%
2,901
+317
663
$341K 0.02%
2,536
-11,586
664
$339K 0.02%
2,247
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665
$339K 0.02%
14,224
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666
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667
$338K 0.02%
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668
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669
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4,579
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670
$332K 0.02%
10,689
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671
$332K 0.02%
7,507
672
$331K 0.02%
7,873
-38
673
$326K 0.02%
14,720
+230
674
$326K 0.02%
+1,316
675
$325K 0.02%
2,120
+994
25 26
27
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