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
176
$5.03M 0.13%
119,876
+12,615
177
$4.89M 0.12%
99,431
+90,090
178
$4.8M 0.12%
24,892
+2,728
179
$4.78M 0.12%
47,175
-198
180
$4.74M 0.12%
24,798
+2,111
181
$4.65M 0.12%
80,161
+16,492
182
$4.62M 0.12%
183,016
+9,104
183
$4.6M 0.12%
42,721
-1,493
184
$4.48M 0.11%
9,358
-20
185
$4.42M 0.11%
113,503
+15,232
186
$4.4M 0.11%
12,003
-182
187
$4.37M 0.11%
19,178
+107
188
$4.32M 0.11%
70,613
-68,755
189
$4.15M 0.1%
14,690
+6,858
190
$4.09M 0.1%
16,392
-98
191
$4.08M 0.1%
62,071
+5,389
192
$4.07M 0.1%
79,742
+9,361
193
$4.06M 0.1%
20,131
+2,005
194
$4.05M 0.1%
163,572
+103,826
195
$4.04M 0.1%
28,458
+7,930
196
$4.03M 0.1%
71,715
+413
197
$4.02M 0.1%
73,983
+6,463
198
$3.97M 0.1%
20,362
-169
199
$3.96M 0.1%
68,179
+2,392
200
$3.94M 0.1%
224,144
+5,702
6 7
8
9 10