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
176
$2.6M 0.13%
26,851
+22,453
177
$2.57M 0.13%
116,379
+5,793
178
$2.54M 0.13%
92,414
+14,894
179
$2.53M 0.12%
16,031
180
$2.52M 0.12%
39,659
+1,439
181
$2.5M 0.12%
6,811
+4,352
182
$2.48M 0.12%
234,917
+149,822
183
$2.48M 0.12%
79,662
+16,426
184
$2.45M 0.12%
29,756
+1,587
185
$2.45M 0.12%
8,982
+390
186
$2.42M 0.12%
+129,434
187
$2.41M 0.12%
20,815
-7,135
188
$2.4M 0.12%
24,690
-1
189
$2.4M 0.12%
8,895
+701
190
$2.38M 0.12%
23,935
+382
191
$2.36M 0.12%
+64,083
192
$2.36M 0.12%
32,865
-3,758
193
$2.35M 0.12%
20,731
-385
194
$2.32M 0.11%
47,462
+8,926
195
$2.32M 0.11%
43,301
+5,492
196
$2.32M 0.11%
44,882
-346
197
$2.28M 0.11%
+69,122
198
$2.27M 0.11%
25,239
199
$2.27M 0.11%
30,683
+2,219
200
$2.26M 0.11%
82,932
-9,614
6 7
8
9 10