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
1076
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-7,723
1077
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-74,524
1078
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-30,868
1079
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-8,501
1080
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-56,326
1081
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-8,483
1082
– –
-4,508
1083
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-9,250
1084
– –
-10,529
1085
– –
-7,396
1086
– –
-23,742
1087
– –
-24
1088
– –
-50
40 41 42 43
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