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
276
$3.42M 0.07%
+65,451
277
$3.42M 0.07%
+48,352
278
$3.42M 0.07%
+70,353
279
$3.42M 0.07%
33,018
+19,608
280
$3.4M 0.07%
19,722
-51
281
$3.39M 0.07%
14,074
+84
282
$3.38M 0.07%
+184,879
283
$3.37M 0.07%
58,757
+16,066
284
$3.35M 0.07%
+57,802
285
$3.33M 0.06%
23,855
-575
286
$3.32M 0.06%
150,833
-13,619
287
$3.3M 0.06%
+62,679
288
$3.28M 0.06%
36,120
+20,676
289
$3.24M 0.06%
29,742
+3,409
290
$3.2M 0.06%
74,365
+5,834
291
$3.19M 0.06%
15,021
+94
292
$3.17M 0.06%
78,477
-10,710
293
$3.13M 0.06%
+46,177
294
$3.05M 0.06%
68,851
+9,785
295
$3.04M 0.06%
+94,949
296
$3.04M 0.06%
+46,160
297
$3.03M 0.06%
+83,420
298
$2.98M 0.06%
11,059
+2,756
299
$2.97M 0.06%
9,409
+791
300
$2.96M 0.06%
8,650
+504
10 11
12
13 14