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
201
$2.24M 0.11%
11,821
-38
202
$2.21M 0.11%
30,745
+2,272
203
$2.21M 0.11%
7,380
-510
204
$2.21M 0.11%
9,505
+2,840
205
$2.2M 0.11%
59,745
-305
206
$2.2M 0.11%
21,283
+15
207
$2.17M 0.11%
42,667
-4,001
208
$2.16M 0.11%
29,473
+24,389
209
$2.16M 0.11%
42,491
+788
210
$2.13M 0.11%
13,452
-49,182
211
$2.12M 0.1%
9,788
+3,478
212
$2.12M 0.1%
17,655
+2,076
213
$2.09M 0.1%
29,806
+174
214
$2.08M 0.1%
12,499
+1,889
215
$2.06M 0.1%
24,984
+5,856
216
$2.06M 0.1%
27,907
+7,217
217
$2.05M 0.1%
73,510
+21,440
218
$2.04M 0.1%
24,842
+5,932
219
$2.03M 0.1%
9,503
-786
220
$2.02M 0.1%
31,980
+140
221
$2.02M 0.1%
31,740
+5,071
222
$2.02M 0.1%
28,595
+327
223
$2.01M 0.1%
39,102
+9,429
224
$1.99M 0.1%
61,594
+15,371
225
$1.96M 0.1%
17,512
-5,437
7 8
9
10 11