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
851
$35K ﹤0.01%
10,445
852
$34K ﹤0.01%
10,465
-6,575
853
$28K ﹤0.01%
13,578
854
$27K ﹤0.01%
15,000
855
$23K ﹤0.01%
10,650
-3,500
856
$23K ﹤0.01%
14,100
-1,000
857
$23K ﹤0.01%
11,250
-500
858
$16K ﹤0.01%
11,000
859
$13K ﹤0.01%
1,379
860
$11K ﹤0.01%
10,000
861
– –
-43,597
862
– –
-8,802
863
– –
-15,745
864
– –
-4,117
865
– –
-5,042
866
– –
-15,875
867
– –
-5,930
868
– –
-96,080
869
– –
-16,516
870
– –
-45,196
871
– –
-41,421
872
– –
-5,640
873
– –
-4,088
874
– –
-24,625
875
– –
-4,000
33 34
35
36 37