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
126
$3.68M 0.18%
72,625
+10,662
127
$3.63M 0.18%
62,978
+4,632
128
$3.62M 0.18%
97,795
+7,925
129
$3.59M 0.18%
27,783
-39,523
130
$3.56M 0.18%
13,168
-3,312
131
$3.56M 0.18%
194,400
-15,624
132
$3.5M 0.17%
68,450
+29,900
133
$3.46M 0.17%
40,118
+5,252
134
$3.46M 0.17%
42,104
-2,671
135
$3.44M 0.17%
147,697
+35,641
136
$3.44M 0.17%
25,796
+13,501
137
$3.41M 0.17%
44,429
+10,709
138
$3.33M 0.16%
5,051
+1,251
139
$3.33M 0.16%
8,427
+261
140
$3.32M 0.16%
71,403
+4,947
141
$3.3M 0.16%
51,298
+23,326
142
$3.28M 0.16%
31,809
-729
143
$3.24M 0.16%
29,337
+6,860
144
$3.15M 0.16%
16,776
+927
145
$3.15M 0.16%
7,892
-1,282
146
$3.1M 0.15%
78,450
+2,448
147
$3.06M 0.15%
15,976
-99
148
$3.06M 0.15%
34,064
+1,236
149
$3.03M 0.15%
40,115
+10,323
150
$3.02M 0.15%
93,402
+44,910
4 5
6
7 8