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
651
$360K 0.02%
8,935
-2,371
652
$360K 0.02%
6,190
-63
653
$356K 0.02%
+24,932
654
$355K 0.02%
9,885
655
$353K 0.02%
7,906
-300
656
$352K 0.02%
25,643
+8,913
657
$351K 0.02%
+6,975
658
$351K 0.02%
2,352
+29
659
$348K 0.02%
6,976
+2,764
660
$345K 0.02%
+16,033
661
$345K 0.02%
+7,066
662
$344K 0.02%
2,901
+317
663
$341K 0.02%
2,536
-11,586
664
$339K 0.02%
2,247
+128
665
$339K 0.02%
14,224
+447
666
$339K 0.02%
+2,449
667
$338K 0.02%
+739
668
$337K 0.02%
+12,179
669
$332K 0.02%
4,579
-185
670
$332K 0.02%
10,689
+100
671
$332K 0.02%
7,507
672
$331K 0.02%
7,873
-38
673
$326K 0.02%
14,720
+230
674
$326K 0.02%
+1,316
675
$325K 0.02%
2,120
+994
25 26
27
28 29