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
1001
$67K ﹤0.01%
25,000
-6,500
1002
$65.6K ﹤0.01%
+14,776
1003
$42.2K ﹤0.01%
31,028
+18,943
1004
$33.8K ﹤0.01%
+10,250
1005
$26.1K ﹤0.01%
12,423
-26,975
1006
$25.5K ﹤0.01%
15,000
-2,650
1007
$17.6K ﹤0.01%
11,000
1008
$11.7K ﹤0.01%
11,000
1009
– –
0
1010
– –
-2,846
1011
– –
-672
1012
– –
-26,832
1013
– –
-3,114
1014
– –
-107,148
1015
– –
-1,661
1016
– –
-4,470
1017
– –
-12,491
1018
– –
-3,719
1019
– –
-35,884
1020
– –
-14,045
1021
– –
-11
1022
– –
-1,960
1023
– –
-3,461
1024
– –
-6,281
1025
– –
-36,009
39 40
41
42 43