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
$3.99B
AUM Growth
+$637M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$56.7M
2
+$42.6M
3
+$34.3M
4
MDPL icon
Monarch Dividend Plus Index ETF
MDPL
+$33M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$28.2M

Top Sells

1
+$31.2M
2
+$18.5M
3
+$10.2M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$9.73M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$9.41M

Sector Composition

1 Technology 14.07%
2 Financials 6.16%
3 Consumer Discretionary 5.9%
4 Healthcare 5.72%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$315K 0.01%
5,156
802
$311K 0.01%
8,612
-333
803
$310K 0.01%
1,924
+88
804
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5,409
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$309K 0.01%
95,045
806
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7,510
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807
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19,394
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3,616
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809
$305K 0.01%
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810
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2,270
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811
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7,366
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812
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3,251
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813
$302K 0.01%
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814
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815
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816
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820
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823
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2,133
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824
$291K 0.01%
3,221
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825
$291K 0.01%
4,570
+289
31 32
33
34 35