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
701
$432K 0.01%
20,777
+3,280
702
$431K 0.01%
3,805
+124
703
$431K 0.01%
9,694
+384
704
$429K 0.01%
7,091
-313
705
$427K 0.01%
15,808
+5,388
706
$426K 0.01%
4,239
-349
707
$426K 0.01%
3,233
+36
708
$426K 0.01%
3,152
+1,269
709
$426K 0.01%
3,225
+590
710
$425K 0.01%
+61,032
711
$425K 0.01%
22,641
+8,723
712
$425K 0.01%
18,320
713
$422K 0.01%
5,745
+83
714
$421K 0.01%
44,500
715
$419K 0.01%
3,433
-38
716
$418K 0.01%
15,455
-281
717
$418K 0.01%
3,421
+36
718
$418K 0.01%
+13,891
719
$417K 0.01%
3,630
+3
720
$414K 0.01%
1,563
-68
721
$413K 0.01%
22,642
-10,354
722
$410K 0.01%
+6,869
723
$409K 0.01%
+6,958
724
$405K 0.01%
11,021
+3,142
725
$404K 0.01%
6,500
27 28
29
30 31