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
676
$325K 0.02%
8,599
+240
677
$325K 0.02%
+8,514
678
$324K 0.02%
+6,976
679
$323K 0.02%
2,979
680
$318K 0.02%
+329
681
$317K 0.02%
6,105
-127
682
$316K 0.02%
+3,359
683
$315K 0.02%
15,626
+4,276
684
$312K 0.02%
+8,148
685
$312K 0.02%
4,859
-57
686
$311K 0.02%
+1,961
687
$310K 0.02%
4,548
-77
688
$308K 0.02%
996
-207
689
$306K 0.02%
9,371
690
$304K 0.02%
+1,215
691
$302K 0.01%
2,653
+58
692
$301K 0.01%
4,936
-213
693
$301K 0.01%
+2,690
694
$301K 0.01%
3,596
+133
695
$300K 0.01%
+5,605
696
$300K 0.01%
7,756
-2,960
697
$300K 0.01%
8,414
-100
698
$299K 0.01%
9,146
-151
699
$298K 0.01%
+4,505
700
$296K 0.01%
2,876
26 27
28
29 30