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
776
$240K 0.01%
+2,365
777
$237K 0.01%
21,675
+4,834
778
$236K 0.01%
5,095
-4,650
779
$236K 0.01%
3,906
-341
780
$236K 0.01%
1,672
-150
781
$234K 0.01%
975
-90
782
$233K 0.01%
2,380
-799
783
$233K 0.01%
+2,867
784
$233K 0.01%
5,098
+379
785
$233K 0.01%
+1,515
786
$232K 0.01%
796
787
$231K 0.01%
1,157
+10
788
$230K 0.01%
2,673
789
$229K 0.01%
2,888
+63
790
$228K 0.01%
+4,434
791
$228K 0.01%
2,264
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792
$226K 0.01%
2,627
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793
$225K 0.01%
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794
$225K 0.01%
12,709
+69
795
$225K 0.01%
+11,012
796
$224K 0.01%
2,066
+212
797
$223K 0.01%
2,627
-124
798
$222K 0.01%
2,907
+750
799
$222K 0.01%
4,165
+106
800
$220K 0.01%
+2,409
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