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
– –
-107,148
1027
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-1,661
1028
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-4,470
1029
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-12,491
1030
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-11
1031
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-1,960
1032
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-3,461
1033
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1034
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-36,009
1035
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-10,696
1036
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-40,528
1037
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-11,350
1038
– –
-13,011
1039
– –
-9,858
1040
– –
-5,337
1041
– –
-1,667
1042
– –
-100,820
1043
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-11,691
1044
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-10,414
1045
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1046
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-32,380
1047
– –
-30,078
1048
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-23,883
1049
– –
-6,882
1050
– –
-36,941
40 41
42
43 44