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
701
$296K 0.01%
12,467
702
$296K 0.01%
1,775
-218
703
$295K 0.01%
6,645
704
$291K 0.01%
11,668
-793
705
$290K 0.01%
4,160
+151
706
$290K 0.01%
863
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707
$290K 0.01%
3,274
-5,332
708
$288K 0.01%
+6,178
709
$286K 0.01%
+6,482
710
$284K 0.01%
12,187
+1,014
711
$283K 0.01%
3,923
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712
$281K 0.01%
6,879
+106
713
$280K 0.01%
5,790
-50
714
$279K 0.01%
4,226
+406
715
$278K 0.01%
10,967
-158
716
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19,642
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717
$277K 0.01%
3,146
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718
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+1,840
719
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1,278
720
$276K 0.01%
+5,192
721
$276K 0.01%
4,450
-1,588
722
$275K 0.01%
+2,885
723
$275K 0.01%
+2,189
724
$273K 0.01%
6,047
+494
725
$273K 0.01%
20,970
+610
27 28
29
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