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
51
$7.6M 0.38%
97,343
+5,786
52
$7.53M 0.37%
110,390
+1,559
53
$7.5M 0.37%
45,153
-13,782
54
$7.39M 0.37%
185,665
+2,208
55
$7.08M 0.35%
81,543
+38,524
56
$7.02M 0.35%
121,624
+7,521
57
$6.99M 0.35%
68,428
+25,600
58
$6.94M 0.34%
35,438
+817
59
$6.7M 0.33%
61,793
+2,108
60
$6.68M 0.33%
125,170
+50,100
61
$6.67M 0.33%
28,821
-1,044
62
$6.59M 0.33%
29,151
+1,380
63
$6.59M 0.33%
148,109
+142,955
64
$6.58M 0.32%
60,852
+15,305
65
$6.51M 0.32%
332,646
-46,651
66
$6.44M 0.32%
40,475
-2,409
67
$6.4M 0.32%
47,313
+14,358
68
$6.27M 0.31%
14,586
+325
69
$6.15M 0.3%
57,885
+1,107
70
$6M 0.3%
24,659
+3,779
71
$5.97M 0.3%
106,105
-1,172
72
$5.92M 0.29%
269,754
+37,593
73
$5.88M 0.29%
30,210
+195
74
$5.87M 0.29%
127,083
+43,300
75
$5.77M 0.29%
24,854
+385
1 2
3
4 5