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
751
$365K 0.01%
10,237
752
$364K 0.01%
1,726
753
$362K 0.01%
6,420
-719
754
$361K 0.01%
9,693
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755
$360K 0.01%
13,255
-4,414
756
$360K 0.01%
6,285
-1,348
757
$360K 0.01%
22,003
-5,648
758
$359K 0.01%
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759
$357K 0.01%
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760
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9,498
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$356K 0.01%
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762
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1,423
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$352K 0.01%
16,744
-51,473
764
$352K 0.01%
+11,124
765
$350K 0.01%
6,943
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768
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8,533
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1,953
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770
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771
$344K 0.01%
19,574
772
$343K 0.01%
25,868
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773
$342K 0.01%
13,296
+15
774
$340K 0.01%
16,636
-5,381
775
$340K 0.01%
3,257
-127
29 30
31
32 33