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
801
$315K 0.01%
5,156
802
$311K 0.01%
8,612
-333
803
$310K 0.01%
1,924
+88
804
$310K 0.01%
5,409
-2,208
805
$309K 0.01%
95,045
806
$307K 0.01%
7,510
-949
807
$307K 0.01%
19,394
-288
808
$306K 0.01%
3,616
-7,145
809
$305K 0.01%
+6,127
810
$304K 0.01%
2,270
-891
811
$304K 0.01%
7,366
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812
$304K 0.01%
3,251
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813
$302K 0.01%
7,473
814
$302K 0.01%
6,386
+50
815
$297K 0.01%
+8,825
816
$297K 0.01%
14,789
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817
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818
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4,950
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819
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8,292
820
$295K 0.01%
11,602
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821
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+14,422
822
$294K 0.01%
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823
$294K 0.01%
2,133
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824
$291K 0.01%
3,221
-354
825
$291K 0.01%
4,570
+289
31 32
33
34 35