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
326
$2.6M 0.05%
23,549
+7,224
327
$2.56M 0.05%
71,787
+4,356
328
$2.54M 0.05%
55,009
-322
329
$2.54M 0.05%
21,744
+7,743
330
$2.53M 0.05%
10,413
+1,480
331
$2.51M 0.05%
9,526
+192
332
$2.51M 0.05%
53,516
+543
333
$2.5M 0.05%
+37,207
334
$2.49M 0.05%
15,309
+318
335
$2.49M 0.05%
55,411
-212
336
$2.48M 0.05%
+359,103
337
$2.48M 0.05%
48,419
+11,726
338
$2.47M 0.05%
+47,491
339
$2.47M 0.05%
7,502
+779
340
$2.46M 0.05%
252,064
-67,307
341
$2.45M 0.05%
12,147
+155
342
$2.45M 0.05%
125,739
-594
343
$2.44M 0.05%
47,940
+38,684
344
$2.43M 0.05%
35,334
+6,725
345
$2.43M 0.05%
99,993
-183,133
346
$2.42M 0.05%
+16,350
347
$2.4M 0.05%
47,146
+16,856
348
$2.4M 0.05%
4,184
+38
349
$2.39M 0.05%
10,000
350
$2.37M 0.05%
+17,580
12 13
14
15 16