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
951
$211K 0.01%
2,873
-460
952
$211K 0.01%
24,184
-1,635
953
$210K 0.01%
+2,261
954
$210K 0.01%
+374
955
$208K 0.01%
+528
956
$207K 0.01%
4,362
-1,724
957
$206K 0.01%
6,404
-958
958
$206K 0.01%
1,319
-239
959
$206K 0.01%
+3,227
960
$205K 0.01%
7,318
-3,189
961
$205K 0.01%
5,156
-87
962
$205K 0.01%
23,005
+1,012
963
$205K 0.01%
+2,560
964
$204K 0.01%
+1,681
965
$204K 0.01%
5,296
-1,100
966
$203K 0.01%
3,497
-17
967
$203K 0.01%
4,731
-5,878
968
$202K 0.01%
+9,930
969
$202K 0.01%
+2,259
970
$201K 0.01%
+3,824
971
$201K 0.01%
+7,100
972
$201K 0.01%
+3,327
973
$200K 0.01%
+1,485
974
$190K ﹤0.01%
+11,437
975
$188K ﹤0.01%
17,746
-500
37 38
39
40 41