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
751
$254K 0.01%
1,366
752
$253K 0.01%
4,515
-1,095
753
$253K 0.01%
3,250
+6
754
$252K 0.01%
+1,064
755
$251K 0.01%
781
-27
756
$251K 0.01%
802
+153
757
$250K 0.01%
+314
758
$249K 0.01%
+2,446
759
$249K 0.01%
948
+75
760
$247K 0.01%
+3,602
761
$247K 0.01%
+4,106
762
$246K 0.01%
+5,646
763
$245K 0.01%
3,407
+59
764
$245K 0.01%
+5,737
765
$245K 0.01%
5,919
-262
766
$244K 0.01%
10,752
767
$244K 0.01%
+8,025
768
$244K 0.01%
21,085
769
$244K 0.01%
3,294
-62
770
$244K 0.01%
9,000
771
$244K 0.01%
9,358
772
$243K 0.01%
+2,198
773
$242K 0.01%
48,906
+1,009
774
$241K 0.01%
5,844
+3,390
775
$241K 0.01%
4,364
+5
29 30
31
32 33