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
101
$4.63M 0.23%
73,182
-5,929
102
$4.63M 0.23%
16,511
+1,165
103
$4.6M 0.23%
95,690
+40,056
104
$4.59M 0.23%
21,873
-75
105
$4.57M 0.23%
14,499
-9,960
106
$4.57M 0.23%
52,861
+2,289
107
$4.45M 0.22%
65,619
+9,223
108
$4.41M 0.22%
192,451
+35,215
109
$4.4M 0.22%
87,265
-13,714
110
$4.39M 0.22%
19,678
+1,195
111
$4.37M 0.22%
80,948
-11,093
112
$4.34M 0.21%
54,356
+139
113
$4.33M 0.21%
95,398
+5,975
114
$4.26M 0.21%
10,515
-951
115
$4.21M 0.21%
17,165
+4,051
116
$4.19M 0.21%
46,411
+77
117
$4.18M 0.21%
20,927
+491
118
$4.16M 0.21%
47,288
-3,419
119
$4.16M 0.21%
14,466
-4,212
120
$4.08M 0.2%
31,290
+8,353
121
$4.02M 0.2%
59,399
+46,679
122
$4.01M 0.2%
23,009
+11,520
123
$3.89M 0.19%
7,131
+1,320
124
$3.89M 0.19%
64,843
+3,238
125
$3.81M 0.19%
14,559
-46
3 4
5
6 7