KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
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
+$31.3M
2
+$9.21M
3
+$8.12M
4
MAMB icon
Monarch Ambassador Income Index ETF
MAMB
+$7.58M
5
DIS icon
Walt Disney
DIS
+$7.1M

Top Sells

1
+$19.4M
2
+$7.2M
3
+$6.73M
4
NKE icon
Nike
NKE
+$6.62M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$6.48M

Sector Composition

1 Technology 14.59%
2 Financials 8.15%
3 Consumer Discretionary 7.15%
4 Healthcare 6.96%
5 Communication Services 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$682K 0.03%
+12,269
477
$680K 0.03%
7,237
+2,679
478
$679K 0.03%
+18,060
479
$677K 0.03%
13,176
+6,848
480
$677K 0.03%
+17,063
481
$676K 0.03%
2,870
+232
482
$672K 0.03%
+10,433
483
$665K 0.03%
+10,057
484
$662K 0.03%
+29,491
485
$661K 0.03%
48,921
486
$656K 0.03%
+27,566
487
$655K 0.03%
3,660
+628
488
$652K 0.03%
21,200
+50
489
$650K 0.03%
7,541
-8,395
490
$650K 0.03%
11,466
-1,732
491
$641K 0.03%
16,751
-2,074
492
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+4,396
493
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7,994
-3,025
494
$635K 0.03%
7,771
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495
$635K 0.03%
24,230
+148
496
$634K 0.03%
19,642
-374
497
$633K 0.03%
3,912
-5
498
$629K 0.03%
12,868
-6
499
$626K 0.03%
+19,397
500
$626K 0.03%
+12,211
18 19
20
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