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
726
$273K 0.01%
7,159
-16
727
$271K 0.01%
+15,270
728
$270K 0.01%
8,550
-10,650
729
$269K 0.01%
4,149
+75
730
$269K 0.01%
1,333
+46
731
$268K 0.01%
8,755
-2,835
732
$267K 0.01%
959
-1,094
733
$266K 0.01%
3,166
-300
734
$265K 0.01%
1,706
-37
735
$265K 0.01%
2,898
-2,282
736
$265K 0.01%
10,037
-458
737
$265K 0.01%
5,916
+89
738
$265K 0.01%
709
+83
739
$265K 0.01%
4,315
740
$265K 0.01%
3,624
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741
$264K 0.01%
639
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742
$264K 0.01%
5,757
-2,179
743
$263K 0.01%
4,927
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744
$263K 0.01%
3,528
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745
$261K 0.01%
25,943
746
$257K 0.01%
14,196
+709
747
$256K 0.01%
2,928
+61
748
$256K 0.01%
+5,130
749
$255K 0.01%
15,002
+522
750
$254K 0.01%
6,221
-82
28 29
30
31 32