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
676
$325K 0.02%
8,599
+240
677
$325K 0.02%
+8,514
678
$324K 0.02%
+6,976
679
$323K 0.02%
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680
$318K 0.02%
+329
681
$317K 0.02%
6,105
-127
682
$316K 0.02%
+3,359
683
$315K 0.02%
15,626
+4,276
684
$312K 0.02%
+8,148
685
$312K 0.02%
4,859
-57
686
$311K 0.02%
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687
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4,548
-77
688
$308K 0.02%
996
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689
$306K 0.02%
9,371
690
$304K 0.02%
+1,215
691
$302K 0.01%
2,653
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692
$301K 0.01%
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693
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$301K 0.01%
3,596
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695
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7,756
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696
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697
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698
$299K 0.01%
9,146
-151
699
$298K 0.01%
+5,068
700
$296K 0.01%
2,876
26 27
28
29 30