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
301
$2.96M 0.06%
59,682
+44,049
302
$2.93M 0.06%
2,765
+127
303
$2.91M 0.06%
32,903
+6,136
304
$2.91M 0.06%
+62,069
305
$2.89M 0.06%
143,638
+33,638
306
$2.86M 0.06%
50,445
-1,924
307
$2.85M 0.06%
23,564
+4,572
308
$2.85M 0.06%
28,022
+1,380
309
$2.84M 0.06%
37,735
310
$2.84M 0.06%
+96,992
311
$2.83M 0.06%
+106,942
312
$2.83M 0.06%
34,362
+1,102
313
$2.81M 0.05%
26,397
+2,829
314
$2.8M 0.05%
24,141
+16,311
315
$2.8M 0.05%
42,631
+21,675
316
$2.77M 0.05%
4,397
-73
317
$2.77M 0.05%
77,157
+6,777
318
$2.74M 0.05%
24,288
+633
319
$2.71M 0.05%
11,676
+8,147
320
$2.68M 0.05%
27,013
+3,402
321
$2.64M 0.05%
15,078
+487
322
$2.63M 0.05%
22,119
+320
323
$2.63M 0.05%
28,822
-1,595
324
$2.62M 0.05%
10,340
+214
325
$2.61M 0.05%
20,720
-19,261
11 12
13
14 15