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KWM
Kingsview Wealth Management Portfolio holdings
AUM
$7.32B
1-Year Est. Return
16.09%
This Fund
S&P 500
1 Year Est. Return
+16.09%
AUM
$3.99B
AUM Growth
+$637M
(+19%)
Holding
1,088
Top Buys
| 1 | +$56.7M | |
| 2 | +$42.6M | |
| 3 | +$34.3M | |
| 4 |
Monarch Dividend Plus Index ETF
MDPL
|
+$33M |
| 5 |
Innovator Laddered Allocation Power Buffer ETF
BUFF
|
+$28.2M |
Top Sells
| 1 | +$31.2M | |
| 2 | +$18.5M | |
| 3 | +$10.2M | |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$9.73M |
| 5 |
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% |