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
851
$274K 0.01%
+5,086
852
$273K 0.01%
3,863
-1
853
$271K 0.01%
7,770
854
$271K 0.01%
4,333
-19
855
$271K 0.01%
17,475
-2,844
856
$270K 0.01%
14,000
857
$268K 0.01%
+4,447
858
$268K 0.01%
4,477
-589
859
$267K 0.01%
4,974
-1,733
860
$267K 0.01%
420
-49
861
$266K 0.01%
18,101
862
$266K 0.01%
+11,892
863
$265K 0.01%
5,965
-1,016
864
$265K 0.01%
4,059
-204
865
$265K 0.01%
9,425
+679
866
$265K 0.01%
7,368
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$264K 0.01%
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868
$264K 0.01%
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869
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5,233
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870
$262K 0.01%
779
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871
$261K 0.01%
7,919
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872
$261K 0.01%
1,690
-20
873
$259K 0.01%
11,385
-176
874
$258K 0.01%
2,591
-44
875
$258K 0.01%
+3,416
33 34
35
36 37