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
801
$220K 0.01%
+2,409
802
$219K 0.01%
+6,508
803
$219K 0.01%
768
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804
$217K 0.01%
+898
805
$216K 0.01%
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806
$216K 0.01%
+2,117
807
$215K 0.01%
3,503
-408
808
$211K 0.01%
+867
809
$211K 0.01%
2,727
-22
810
$211K 0.01%
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811
$210K 0.01%
3,082
812
$210K 0.01%
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813
$209K 0.01%
4,485
-75
814
$209K 0.01%
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815
$208K 0.01%
1,494
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816
$208K 0.01%
879
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817
$208K 0.01%
23,277
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818
$207K 0.01%
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819
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820
$204K 0.01%
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821
$204K 0.01%
8,244
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$203K 0.01%
757
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823
$203K 0.01%
11,670
+560
824
$202K 0.01%
2,508
825
$202K 0.01%
+2,515
31 32
33
34 35