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
1026
– –
-10,696
1027
– –
-40,528
1028
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-11,350
1029
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-13,011
1030
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-9,858
1031
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-5,337
1032
– –
-1,667
1033
– –
-100,820
1034
– –
-11,691
1035
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-10,414
1036
– –
-13,561
1037
– –
-32,380
1038
– –
-30,078
1039
– –
-23,883
1040
– –
-6,882
1041
– –
-36,941
1042
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-17,752
1043
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-109,652
1044
– –
-11,022
1045
– –
-4,487
1046
– –
-23,957
1047
– –
-45,573
1048
– –
-49,155
1049
– –
-1,037
1050
– –
-26,738
40 41
42
43 44