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
51
$14.5M 0.36%
96,013
+567
52
$14.4M 0.36%
51,091
+522
53
$14.3M 0.36%
480,899
+92,998
54
$14.3M 0.36%
122,756
+11,567
55
$14.2M 0.36%
185,832
-127,268
56
$14.2M 0.36%
77,617
+6,300
57
$13.8M 0.35%
328,648
+30,797
58
$13.6M 0.34%
674,656
+29,630
59
$13.5M 0.34%
268,765
+11,664
60
$13.5M 0.34%
142,219
-5,299
61
$13.4M 0.34%
88,313
-58
62
$13.4M 0.34%
325,969
+18,531
63
$13.2M 0.33%
304,035
+18,802
64
$13.1M 0.33%
71,218
-52,166
65
$12.9M 0.32%
24,653
+1,423
66
$12.7M 0.32%
139,202
+13,540
67
$12.7M 0.32%
26,148
+911
68
$12.4M 0.31%
314,079
-261,317
69
$11.4M 0.29%
62,644
-39,894
70
$11.2M 0.28%
313,532
+8,433
71
$11.2M 0.28%
84,250
+3,380
72
$11M 0.28%
89,915
+45,991
73
$10.9M 0.27%
67,464
-23,818
74
$10.9M 0.27%
136,444
+7,088
75
$10.7M 0.27%
29,595
+1,227
1 2
3
4 5