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
126
$7.89M 0.2%
15,645
+1,851
127
$7.87M 0.2%
+35,878
128
$7.61M 0.19%
38,528
+4,660
129
$7.43M 0.19%
32,026
+21,021
130
$7.22M 0.18%
35,192
+678
131
$7.18M 0.18%
83,819
+4,819
132
$7.14M 0.18%
50,800
+35,022
133
$7.07M 0.18%
+16,703
134
$6.9M 0.17%
27,626
-104
135
$6.81M 0.17%
130,814
+101,462
136
$6.63M 0.17%
61,495
+49,492
137
$6.6M 0.17%
112,723
+84,597
138
$6.57M 0.16%
283,512
+36,200
139
$6.57M 0.16%
37,702
-859
140
$6.52M 0.16%
222,788
-1,079,724
141
$6.51M 0.16%
105,865
+9,046
142
$6.51M 0.16%
140,892
+113,869
143
$6.5M 0.16%
37,597
+23,802
144
$6.44M 0.16%
41,306
+33,399
145
$6.44M 0.16%
118,042
+96,857
146
$6.43M 0.16%
20,579
+947
147
$6.4M 0.16%
284,970
-4,728
148
$6.31M 0.16%
5,123
-154
149
$6.2M 0.16%
143,863
+115,712
150
$6.11M 0.15%
281,521
+218
4 5
6
7 8