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
676
$477K 0.01%
4,670
+420
677
$476K 0.01%
24,779
-1,965
678
$475K 0.01%
1,424
-162
679
$474K 0.01%
4,678
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680
$472K 0.01%
24,490
-366
681
$469K 0.01%
25,317
-115
682
$469K 0.01%
+15,045
683
$469K 0.01%
13,248
-619
684
$466K 0.01%
94,349
+2,775
685
$465K 0.01%
11,783
-5,503
686
$463K 0.01%
16,636
-155,982
687
$461K 0.01%
4,325
-1,303
688
$460K 0.01%
5,251
+2,199
689
$460K 0.01%
10,717
690
$459K 0.01%
46,129
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$455K 0.01%
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$452K 0.01%
6,245
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693
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3,641
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$449K 0.01%
37,250
-2,899
695
$444K 0.01%
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696
$442K 0.01%
18,311
-2,070
697
$440K 0.01%
7,495
-1,432
698
$438K 0.01%
1,792
699
$433K 0.01%
2,176
+740
700
$433K 0.01%
23,869
-6,396
26 27
28
29 30