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
826
$202K 0.01%
+2,426
827
$201K 0.01%
+1,058
828
$200K 0.01%
2,000
829
$191K 0.01%
21,625
-833
830
$189K 0.01%
15,064
-4,200
831
$179K 0.01%
10,996
+900
832
$173K 0.01%
13,400
+400
833
$167K 0.01%
14,955
-148,089
834
$165K 0.01%
+11,700
835
$164K 0.01%
12,310
836
$162K 0.01%
+1,224
837
$153K 0.01%
16,331
+2,000
838
$148K 0.01%
16,000
-600
839
$118K 0.01%
+833
840
$117K 0.01%
19,600
841
$110K 0.01%
46,851
+1,400
842
$97K ﹤0.01%
+11,144
843
$91K ﹤0.01%
11,540
844
$87K ﹤0.01%
2,000
845
$81K ﹤0.01%
+24,000
846
$78K ﹤0.01%
+11,530
847
$65K ﹤0.01%
19,000
-1,000
848
$62K ﹤0.01%
11,580
+500
849
$56K ﹤0.01%
14,404
-1,259
850
$52K ﹤0.01%
+10,360
32 33
34
35 36