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
876
$258K 0.01%
3,020
-630
877
$257K 0.01%
4,014
-2,557
878
$257K 0.01%
+2,038
879
$257K 0.01%
23,411
-3,042
880
$256K 0.01%
+10,348
881
$255K 0.01%
8,589
+695
882
$254K 0.01%
1,708
+228
883
$254K 0.01%
+3,375
884
$254K 0.01%
10,663
+1,578
885
$253K 0.01%
+11,785
886
$252K 0.01%
+3,589
887
$250K 0.01%
1,220
888
$250K 0.01%
11,723
-4,852
889
$250K 0.01%
+5,944
890
$249K 0.01%
+4,022
891
$249K 0.01%
+8,550
892
$247K 0.01%
5,243
+214
893
$246K 0.01%
3,293
-622
894
$244K 0.01%
5,099
+647
895
$244K 0.01%
768
-113
896
$244K 0.01%
100,000
897
$244K 0.01%
1,675
+26
898
$241K 0.01%
6,823
+254
899
$241K 0.01%
3,287
-212
900
$241K 0.01%
4,827
-33,631
34 35
36
37 38