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
726
$403K 0.01%
20,004
+1
727
$402K 0.01%
+16,097
728
$399K 0.01%
1,328
+432
729
$398K 0.01%
7,860
-29,662
730
$398K 0.01%
3,537
+795
731
$397K 0.01%
+1,782
732
$392K 0.01%
+2,821
733
$389K 0.01%
6,763
-342
734
$388K 0.01%
5,814
+619
735
$387K 0.01%
6,004
-3,280
736
$387K 0.01%
2,821
-318
737
$383K 0.01%
4,828
-79,393
738
$381K 0.01%
5,570
+219
739
$381K 0.01%
+9,013
740
$380K 0.01%
13,392
+4,511
741
$379K 0.01%
+8,270
742
$376K 0.01%
53,475
-29,748
743
$374K 0.01%
7,866
+23
744
$374K 0.01%
70,987
-53,820
745
$372K 0.01%
7,329
+1,128
746
$370K 0.01%
15,636
+83
747
$370K 0.01%
3,362
-219
748
$369K 0.01%
+6,123
749
$369K 0.01%
3,130
-525
750
$368K 0.01%
21,300
28 29
30
31 32