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
926
$225K 0.01%
4,705
-1,069
927
$224K 0.01%
+4,251
928
$223K 0.01%
5,794
-1,680
929
$222K 0.01%
11,531
-1,198
930
$222K 0.01%
8,856
+216
931
$222K 0.01%
4,671
932
$222K 0.01%
4,021
933
$221K 0.01%
3,519
-13,231
934
$219K 0.01%
+3,256
935
$219K 0.01%
3,195
-1,073
936
$219K 0.01%
+7,034
937
$218K 0.01%
+1,863
938
$217K 0.01%
+3,626
939
$217K 0.01%
2,752
+80
940
$216K 0.01%
7,659
-194
941
$215K 0.01%
+2,067
942
$215K 0.01%
2,584
+11
943
$215K 0.01%
3,150
+199
944
$215K 0.01%
83,179
945
$214K 0.01%
+1,634
946
$213K 0.01%
5,890
947
$212K 0.01%
+781
948
$212K 0.01%
+5,263
949
$211K 0.01%
+1,289
950
$211K 0.01%
11,795
36 37
38
39 40