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
976
$180K ﹤0.01%
17,439
977
$178K ﹤0.01%
10,280
978
$176K ﹤0.01%
55,425
-2,943
979
$171K ﹤0.01%
+10,527
980
$170K ﹤0.01%
16,592
981
$166K ﹤0.01%
+10,894
982
$164K ﹤0.01%
12,655
983
$161K ﹤0.01%
+10,489
984
$156K ﹤0.01%
10,226
-2,362
985
$155K ﹤0.01%
11,192
-2,974
986
$150K ﹤0.01%
13,092
-4,535
987
$149K ﹤0.01%
26,905
-851
988
$143K ﹤0.01%
15,323
989
$133K ﹤0.01%
12,109
+2,101
990
$126K ﹤0.01%
12,765
-3,338
991
$122K ﹤0.01%
10,007
-450
992
$120K ﹤0.01%
11,900
993
$116K ﹤0.01%
14,122
-516
994
$112K ﹤0.01%
11,596
-594
995
$112K ﹤0.01%
10,714
-100
996
$108K ﹤0.01%
82,866
+68,500
997
$97.1K ﹤0.01%
+13,307
998
$93.9K ﹤0.01%
3,755
+1,257
999
$91.3K ﹤0.01%
+16,538
1000
$70.3K ﹤0.01%
12,120
38 39
40
41 42