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
101
$8.71M 0.22%
206,732
+13,691
102
$8.7M 0.22%
76,571
+1,096
103
$8.69M 0.22%
308,438
+12,262
104
$8.68M 0.22%
91,722
+1,099
105
$8.62M 0.22%
162,311
+3,763
106
$8.59M 0.22%
43,428
-1,196
107
$8.56M 0.21%
67,976
-2,737
108
$8.51M 0.21%
+147,076
109
$8.42M 0.21%
16,247
+771
110
$8.41M 0.21%
+288,219
111
$8.3M 0.21%
150,961
+12,040
112
$8.3M 0.21%
75,107
+6,580
113
$8.3M 0.21%
159,885
+150,917
114
$8.22M 0.21%
28,682
-6,168
115
$8.2M 0.21%
358,555
+32,466
116
$8.17M 0.21%
91,106
+4,688
117
$8.15M 0.2%
219,754
+213,774
118
$8.08M 0.2%
84,862
+529
119
$8.06M 0.2%
+46,803
120
$8.05M 0.2%
244,415
+28,334
121
$7.96M 0.2%
123,587
+5,674
122
$7.95M 0.2%
38,662
+411
123
$7.95M 0.2%
73,351
+4,848
124
$7.9M 0.2%
17,369
+475
125
$7.9M 0.2%
69,615
+7,418
3 4
5
6 7