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
1001
$67K ﹤0.01%
25,000
-6,500
1002
$65.6K ﹤0.01%
+14,776
1003
$42.2K ﹤0.01%
31,028
+18,943
1004
$33.8K ﹤0.01%
+10,250
1005
$26.1K ﹤0.01%
12,423
-26,975
1006
$25.5K ﹤0.01%
15,000
-2,650
1007
$17.6K ﹤0.01%
11,000
1008
$11.7K ﹤0.01%
11,000
1009
– –
-3,719
1010
– –
-35,884
1011
– –
-14,045
1012
– –
-444
1013
– –
-20,883
1014
– –
-5,634
1015
– –
0
1016
– –
-2,846
1017
– –
-672
1018
– –
-26,832
1019
– –
-3,114
1020
– –
-2,005
1021
– –
-12,159
1022
– –
-1,082
1023
– –
-10,528
1024
– –
-11,800
1025
– –
-4,405
39 40
41
42 43