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
601
$425K 0.02%
4,086
+546
602
$423K 0.02%
+6,434
603
$422K 0.02%
6,992
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604
$422K 0.02%
2,201
-245
605
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20,330
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606
$421K 0.02%
4,535
-7,209
607
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1
608
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+9,672
609
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18,826
+1,051
610
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11,713
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611
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9,690
-7,142
612
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21,880
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613
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26,000
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614
$406K 0.02%
19,689
+2,390
615
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616
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701
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617
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618
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619
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7,095
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620
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4,419
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621
$396K 0.02%
12,046
622
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1,959
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623
$395K 0.02%
3,080
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624
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2,347
-8,933
625
$392K 0.02%
15,648
+4,568
23 24
25
26 27