KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.55B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.13B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,206
New
Increased
Reduced
Closed

Top Buys

1
+$75.8M
2
+$73.9M
3
+$54.9M
4
MSSS icon
Monarch Select Subsector Index ETF
MSSS
+$48.9M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$48.8M

Top Sells

1
+$120M
2
+$52.3M
3
+$50.1M
4
BALT icon
Innovator Defined Wealth Shield ETF
BALT
+$46.4M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$30.5M

Sector Composition

1 Technology 12.92%
2 Consumer Discretionary 5.58%
3 Financials 5.58%
4 Healthcare 4.14%
5 Industrials 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.81M 0.07%
154,401
+29,168
252
$3.77M 0.07%
10,706
-81
253
$3.76M 0.07%
+17,769
254
$3.75M 0.07%
15,620
+1,722
255
$3.74M 0.07%
85,723
-346
256
$3.71M 0.07%
20,369
-75
257
$3.7M 0.07%
86,921
+1,170
258
$3.7M 0.07%
43,136
+5,325
259
$3.68M 0.07%
31,840
-17,892
260
$3.68M 0.07%
+311,976
261
$3.63M 0.07%
+34,602
262
$3.6M 0.07%
+118,163
263
$3.57M 0.07%
78,039
+15,830
264
$3.56M 0.07%
53,159
+12,288
265
$3.55M 0.07%
17,965
+1,030
266
$3.54M 0.07%
68,740
+22,275
267
$3.53M 0.07%
50,229
+9,190
268
$3.49M 0.07%
28,352
+613
269
$3.49M 0.07%
18,086
+161
270
$3.47M 0.07%
60,597
+7,415
271
$3.45M 0.07%
+37,064
272
$3.45M 0.07%
+58,903
273
$3.44M 0.07%
67,085
+35,391
274
$3.43M 0.07%
31,381
+10,063
275
$3.43M 0.07%
101,401
+11,651
9 10
11
12 13