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
$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
Real Estate Select Sector SPDR Fund
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
1
$115M 2.88%
4,142,780
+366,862
2
$103M 2.58%
890,946
+97,816
3
$97.2M 2.44%
566,821
+38,697
4
$89.5M 2.24%
913,407
+77,460
5
$85.9M 2.15%
204,109
+9,465
6
$83.4M 2.09%
923,440
-68,350
7
$82.6M 2.07%
2,525,436
+346,706
8
$75M 1.88%
416,058
+7,183
9
$70.7M 1.77%
3,189,709
+308,111
10
$61.5M 1.54%
1,474,194
+690,882
11
$57.8M 1.45%
+2,255,108
12
$43.3M 1.09%
+1,676,073
13
$42.6M 1.07%
204,436
+1,188
14
$41.3M 1.04%
93,007
-5,496
15
$40.8M 1.02%
696,656
+55,572
16
$40.6M 1.02%
558,419
+42,019
17
$39.4M 0.99%
50,631
+1,421
18
$38.7M 0.97%
308,114
+33,505
19
$35.2M 0.88%
266,543
+26,020
20
$35M 0.88%
+1,349,247
21
$34.8M 0.87%
475,901
+85,944
22
$33.7M 0.85%
+1,277,572
23
$32.4M 0.81%
44,165
+3,207
24
$30.8M 0.77%
110,480
+7,618
25
$30.7M 0.77%
219,286
+10,979
1
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