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
826
$291K 0.01%
3,085
+72
827
$290K 0.01%
4,004
-8,068
828
$289K 0.01%
2,255
829
$288K 0.01%
3,214
+748
830
$288K 0.01%
5,749
-481
831
$287K 0.01%
2,905
-925
832
$287K 0.01%
9,203
-3,866
833
$286K 0.01%
6,744
+25
834
$286K 0.01%
+6,359
835
$286K 0.01%
12,647
836
$285K 0.01%
1,715
-163
837
$284K 0.01%
1,375
-112
838
$284K 0.01%
20,364
+1,188
839
$284K 0.01%
+931
840
$283K 0.01%
5,006
+264
841
$282K 0.01%
+2,469
842
$282K 0.01%
9,179
+2,435
843
$280K 0.01%
5,538
-3,442
844
$280K 0.01%
3,780
-2,417
845
$279K 0.01%
7,139
+953
846
$278K 0.01%
1,585
-33
847
$277K 0.01%
6,279
+897
848
$276K 0.01%
+2,475
849
$275K 0.01%
+1,628
850
$275K 0.01%
1,153
32 33
34
35 36