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
201
$3.86M 0.1%
49,103
+4,829
202
$3.81M 0.1%
18,574
+12,485
203
$3.8M 0.1%
59,762
+19,669
204
$3.79M 0.1%
18,045
-651
205
$3.79M 0.1%
46,210
-479
206
$3.78M 0.09%
43,616
+4,530
207
$3.71M 0.09%
93,181
+22,102
208
$3.69M 0.09%
41,571
-17,816
209
$3.67M 0.09%
68,292
-25,200
210
$3.67M 0.09%
82,064
-164,407
211
$3.65M 0.09%
200,417
+16,666
212
$3.64M 0.09%
+36,020
213
$3.62M 0.09%
66,798
+15,177
214
$3.61M 0.09%
+16,064
215
$3.61M 0.09%
80,947
+28,177
216
$3.59M 0.09%
113,489
+2,115
217
$3.55M 0.09%
70,030
+1,404
218
$3.54M 0.09%
19,637
+266
219
$3.51M 0.09%
109,849
-37,977
220
$3.48M 0.09%
96,245
+5,073
221
$3.45M 0.09%
90,957
+5,496
222
$3.44M 0.09%
100,083
+41,002
223
$3.4M 0.09%
80,435
+5,848
224
$3.39M 0.09%
28,954
+11,475
225
$3.38M 0.08%
26,562
+1,748
7 8
9
10 11