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
1026
– –
-14,045
1027
– –
-11
1028
– –
-1,960
1029
– –
-3,461
1030
– –
-6,281
1031
– –
-36,009
1032
– –
-10,696
1033
– –
-40,528
1034
– –
-11,350
1035
– –
-13,011
1036
– –
-9,858
1037
– –
-5,337
1038
– –
-1,667
1039
– –
-100,820
1040
– –
-11,691
1041
– –
-10,414
1042
– –
-13,561
1043
– –
-32,380
1044
– –
-8,483
1045
– –
-4,508
1046
– –
-9,250
1047
– –
-30,078
1048
– –
-23,883
1049
– –
-6,882
1050
– –
-36,941
40 41
42
43 44