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
801
$220K 0.01%
2,146
-4
802
$219K 0.01%
+6,508
803
$219K 0.01%
768
+4
804
$217K 0.01%
+898
805
$216K 0.01%
+11,930
806
$216K 0.01%
+2,117
807
$215K 0.01%
3,503
-408
808
$211K 0.01%
+867
809
$211K 0.01%
2,727
-22
810
$211K 0.01%
+3,698
811
$210K 0.01%
3,082
812
$210K 0.01%
+6,275
813
$209K 0.01%
4,485
-75
814
$209K 0.01%
+1,579
815
$208K 0.01%
1,494
+20
816
$208K 0.01%
879
-43
817
$208K 0.01%
23,277
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818
$207K 0.01%
2,006
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819
$205K 0.01%
+7,518
820
$204K 0.01%
+7,436
821
$204K 0.01%
8,244
-160
822
$203K 0.01%
757
-21
823
$203K 0.01%
11,670
+560
824
$202K 0.01%
2,508
825
$202K 0.01%
+2,515
31 32
33
34 35