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
776
$340K 0.01%
+11,793
777
$339K 0.01%
5,885
+105
778
$339K 0.01%
+11,478
779
$339K 0.01%
14,744
-14,940
780
$337K 0.01%
9,756
-50
781
$336K 0.01%
8,030
-1,300
782
$333K 0.01%
958
-12
783
$333K 0.01%
2,573
+52
784
$332K 0.01%
2,305
-536
785
$332K 0.01%
3,495
+127
786
$331K 0.01%
+6,939
787
$330K 0.01%
8,640
-914
788
$329K 0.01%
5,877
-788
789
$329K 0.01%
7,074
-47
790
$329K 0.01%
10,277
-2,710
791
$328K 0.01%
16,142
+4,460
792
$324K 0.01%
34,325
-435
793
$323K 0.01%
6,696
794
$323K 0.01%
13,676
+17
795
$321K 0.01%
3,165
+681
796
$320K 0.01%
6,507
-311
797
$317K 0.01%
+5,554
798
$316K 0.01%
4,120
-157
799
$316K 0.01%
14,118
-106
800
$315K 0.01%
+2,812
30 31
32
33 34