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
851
$35K ﹤0.01%
10,445
852
$34K ﹤0.01%
10,465
-6,575
853
$28K ﹤0.01%
13,578
854
$27K ﹤0.01%
15,000
855
$23K ﹤0.01%
10,650
-3,500
856
$23K ﹤0.01%
14,100
-1,000
857
$23K ﹤0.01%
11,250
-500
858
$16K ﹤0.01%
11,000
859
$13K ﹤0.01%
1,379
860
$11K ﹤0.01%
10,000
861
– –
-1,510
862
– –
-18,428
863
– –
-4,242
864
– –
-13,934
865
– –
-8,523
866
– –
-23,004
867
– –
-6,163
868
– –
-4,855
869
– –
-6,194
870
– –
-141
871
– –
-10,018
872
– –
-77,182
873
– –
-21,776
874
– –
-46,354
875
– –
-14,478
33 34
35
36 37