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
151
$6.1M 0.15%
34,682
+157
152
$6.01M 0.15%
63,978
+9,418
153
$6M 0.15%
17,797
+508
154
$5.97M 0.15%
99,197
-73,270
155
$5.94M 0.15%
212,621
-10,785
156
$5.93M 0.15%
24,109
+1,658
157
$5.85M 0.15%
100,757
-1,924
158
$5.81M 0.15%
115,062
-3,038
159
$5.74M 0.14%
213,588
+3,567
160
$5.72M 0.14%
58,840
-14,420
161
$5.71M 0.14%
81,542
+3,724
162
$5.51M 0.14%
10,515
+654
163
$5.48M 0.14%
63,314
+1,678
164
$5.43M 0.14%
21,739
+6,298
165
$5.4M 0.14%
43,483
-130
166
$5.39M 0.14%
73,856
+2,516
167
$5.35M 0.13%
112,818
-2,168
168
$5.35M 0.13%
23,664
-2,463
169
$5.33M 0.13%
10,764
-1,122
170
$5.32M 0.13%
29,675
+8,241
171
$5.29M 0.13%
98,522
-11,404
172
$5.26M 0.13%
198,280
+8,023
173
$5.26M 0.13%
21,727
-327
174
$5.24M 0.13%
32,145
+976
175
$5.07M 0.13%
14,166
+47
5 6
7
8 9