KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
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
Consumers Staples Select Sector SPDR Fund
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
1
$79.4M 3.92%
578,542
+43,402
2
$57.3M 2.83%
211,173
+14,076
3
$53.7M 2.65%
466,615
+273,567
4
$53.6M 2.65%
2,014,808
+182,106
5
$44M 2.17%
256,440
-10,000
6
$34.1M 1.68%
96,117
-18,215
7
$26.2M 1.3%
1,298,640
+225,280
8
$25M 1.24%
159,263
+13,958
9
$24.9M 1.23%
980,312
+299,620
10
$23.6M 1.17%
215,394
+74,498
11
$23.1M 1.14%
232,055
+69,681
12
$21.6M 1.07%
774,677
+183,933
13
$19.1M 0.94%
168,630
+81,455
14
$19.1M 0.94%
59,373
+2,559
15
$18.3M 0.91%
51,710
+5,404
16
$18.1M 0.9%
62,765
+4,094
17
$17.7M 0.87%
119,335
-138,398
18
$17M 0.84%
126,584
+17,358
19
$16.7M 0.82%
136,160
+10,360
20
$16.5M 0.81%
70,148
+13,321
21
$15.9M 0.79%
96,027
+3,532
22
$15.8M 0.78%
89,004
+39,472
23
$15.4M 0.76%
492,502
+42,969
24
$15.3M 0.76%
63,407
+11,743
25
$13.9M 0.69%
489,978
-46,380
1
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