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
701
$296K 0.01%
12,467
702
$296K 0.01%
1,775
-218
703
$295K 0.01%
6,645
704
$291K 0.01%
11,668
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705
$290K 0.01%
4,160
+151
706
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863
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707
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3,274
-5,332
708
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709
$286K 0.01%
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710
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12,187
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711
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3,923
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712
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6,879
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713
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714
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4,226
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715
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10,967
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716
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717
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719
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4,450
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720
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721
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1,278
722
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+2,885
723
$275K 0.01%
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724
$273K 0.01%
6,047
+494
725
$273K 0.01%
20,970
+610
27 28
29
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