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
651
$529K 0.01%
10,544
-1,881
652
$528K 0.01%
6,579
-889
653
$525K 0.01%
5,574
-688
654
$524K 0.01%
113,509
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655
$522K 0.01%
7,823
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656
$520K 0.01%
3,032
-12
657
$519K 0.01%
2,807
-5,969
658
$518K 0.01%
4,729
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659
$516K 0.01%
12,549
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660
$511K 0.01%
33,194
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661
$510K 0.01%
4,212
-904
662
$508K 0.01%
10,164
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663
$507K 0.01%
9,245
664
$503K 0.01%
160
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665
$502K 0.01%
12,299
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4,773
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9,895
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668
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35,974
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138,874
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670
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671
$483K 0.01%
7,633
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672
$482K 0.01%
+12,635
673
$481K 0.01%
13,858
-11,780
674
$478K 0.01%
3,760
+872
675
$478K 0.01%
+20,510
25 26
27
28 29