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
151
$3.02M 0.15%
42,492
+7,843
152
$3.01M 0.15%
40,590
+2,422
153
$3M 0.15%
48,106
+27,129
154
$3M 0.15%
45,044
-1,347
155
$2.98M 0.15%
75,864
+9,005
156
$2.97M 0.15%
102,917
+41,795
157
$2.95M 0.15%
98,697
+32,716
158
$2.94M 0.15%
15,557
+3,215
159
$2.9M 0.14%
78,123
+24,593
160
$2.9M 0.14%
55,881
-236
161
$2.88M 0.14%
24,186
+1,548
162
$2.87M 0.14%
63,858
+14,142
163
$2.85M 0.14%
22,421
+3,595
164
$2.83M 0.14%
11,527
-278
165
$2.82M 0.14%
37,092
-493
166
$2.8M 0.14%
18,458
+2,513
167
$2.8M 0.14%
51,127
+1,395
168
$2.76M 0.14%
31,681
+505
169
$2.75M 0.14%
51,249
+362
170
$2.71M 0.13%
43,119
+10,762
171
$2.69M 0.13%
25,674
-620
172
$2.68M 0.13%
49,604
+1,033
173
$2.67M 0.13%
42,087
+27,715
174
$2.65M 0.13%
32,467
-439
175
$2.62M 0.13%
11,306
-1,778
5 6
7
8 9