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
76
$10.5M 0.26%
128,929
+2,834
77
$10.5M 0.26%
18,132
+1,128
78
$10.3M 0.26%
304,902
-12,265
79
$9.97M 0.25%
108,586
+1,365
80
$9.86M 0.25%
170,333
-1,953
81
$9.7M 0.24%
222,335
+12,619
82
$9.55M 0.24%
36,735
+1,129
83
$9.53M 0.24%
175,679
+9,317
84
$9.48M 0.24%
58,038
+20,443
85
$9.48M 0.24%
22,282
-22
86
$9.36M 0.23%
115,355
-7,630
87
$9.32M 0.23%
75,882
+12,949
88
$9.26M 0.23%
162,169
+2,479
89
$9.24M 0.23%
87,998
-1,275
90
$9.19M 0.23%
143,830
-4,532
91
$9.18M 0.23%
26,674
-4,816
92
$9.16M 0.23%
189,900
-12,196
93
$9.05M 0.23%
35,539
-883
94
$9.03M 0.23%
10,829
-1,595
95
$9.01M 0.23%
273,848
+1,142
96
$8.95M 0.22%
67,899
+65,448
97
$8.81M 0.22%
145,098
+18,723
98
$8.74M 0.22%
+71,715
99
$8.72M 0.22%
52,290
+1,014
100
$8.71M 0.22%
355,138
-5,590
2 3
4
5 6