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
726
$273K 0.01%
7,159
-16
727
$271K 0.01%
+15,270
728
$270K 0.01%
8,550
-10,650
729
$269K 0.01%
1,333
+46
730
$269K 0.01%
4,149
+75
731
$268K 0.01%
8,755
-2,835
732
$267K 0.01%
959
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733
$266K 0.01%
3,166
-300
734
$265K 0.01%
1,706
-37
735
$265K 0.01%
2,898
-2,282
736
$265K 0.01%
4,315
737
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3,624
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738
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739
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5,916
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740
$265K 0.01%
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4,927
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744
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745
$261K 0.01%
25,943
746
$257K 0.01%
14,196
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747
$256K 0.01%
2,928
+61
748
$256K 0.01%
+5,130
749
$255K 0.01%
15,002
+522
750
$254K 0.01%
6,221
-82
28 29
30
31 32