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
$2.02B
AUM Growth
+$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$9.23M
3
+$8.18M
4
MAMB icon
Monarch Ambassador Income Index ETF
MAMB
+$7.61M
5
DIS icon
Walt Disney
DIS
+$7M

Top Sells

1
+$20.5M
2
+$7.77M
3
+$7.59M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$6.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.46M

Sector Composition

1 Technology 14.59%
2 Financials 8.15%
3 Consumer Discretionary 7.15%
4 Healthcare 6.97%
5 Communication Services 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.59M 0.28%
23,318
+2,252
77
$5.34M 0.26%
80,755
+27,754
78
$5.29M 0.26%
110,571
+11,862
79
$5.26M 0.26%
29,284
-21,661
80
$5.25M 0.26%
58,921
+4,154
81
$5.24M 0.26%
93,105
+6,821
82
$5.13M 0.25%
13,505
+508
83
$5.13M 0.25%
44,456
+11,130
84
$5.08M 0.25%
34,810
+6,610
85
$5.04M 0.25%
21,794
+3,543
86
$5.02M 0.25%
13,531
+1,757
87
$4.98M 0.25%
88,939
-6,474
88
$4.92M 0.24%
90,730
+3,380
89
$4.92M 0.24%
46,072
+10,136
90
$4.89M 0.24%
118,498
+16,537
91
$4.87M 0.24%
143,982
+8,273
92
$4.87M 0.24%
42,802
+4,828
93
$4.82M 0.24%
116,061
+9,343
94
$4.81M 0.24%
130,371
+4,246
95
$4.79M 0.24%
98,651
+24,265
96
$4.75M 0.23%
43,249
+11,602
97
$4.73M 0.23%
100,630
+25,540
98
$4.72M 0.23%
16,335
+73
99
$4.65M 0.23%
33,031
-38
100
$4.63M 0.23%
59,378
-258
2 3
4
5 6