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
901
$240K 0.01%
+40,479
902
$240K 0.01%
28,275
+802
903
$240K 0.01%
2,558
904
$240K 0.01%
+24,031
905
$239K 0.01%
6,302
-9,124
906
$239K 0.01%
+419
907
$239K 0.01%
16,316
-13,676
908
$238K 0.01%
2,471
-585
909
$238K 0.01%
7,591
910
$236K 0.01%
+10,160
911
$236K 0.01%
5,185
-921
912
$235K 0.01%
+2,301
913
$234K 0.01%
11,918
+192
914
$233K 0.01%
695
-49
915
$233K 0.01%
2,571
-150
916
$232K 0.01%
+5,676
917
$232K 0.01%
1,843
-73
918
$232K 0.01%
+1,769
919
$231K 0.01%
+1,344
920
$231K 0.01%
10,382
921
$228K 0.01%
7,294
+795
922
$227K 0.01%
1,906
-146
923
$226K 0.01%
5,574
-78,688
924
$226K 0.01%
2,131
-319
925
$225K 0.01%
+3,237
35 36
37
38 39