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
351
$2.37M 0.05%
30,130
+309
352
$2.36M 0.05%
26,543
-34,453
353
$2.35M 0.05%
5,616
+387
354
$2.34M 0.05%
132,022
+23,614
355
$2.33M 0.05%
5,507
+1,343
356
$2.32M 0.05%
35,609
+4,391
357
$2.3M 0.04%
14,244
+1,128
358
$2.29M 0.04%
+96,184
359
$2.29M 0.04%
30,307
-10,548
360
$2.27M 0.04%
4,354
+94
361
$2.26M 0.04%
23,126
+20,384
362
$2.25M 0.04%
+28,404
363
$2.25M 0.04%
114,481
+2,239
364
$2.25M 0.04%
+81,706
365
$2.25M 0.04%
21,245
+58
366
$2.24M 0.04%
+31,812
367
$2.24M 0.04%
29,548
-403,072
368
$2.2M 0.04%
+43,886
369
$2.2M 0.04%
41,378
-1,072
370
$2.18M 0.04%
68,026
-129
371
$2.18M 0.04%
21,099
+18,896
372
$2.18M 0.04%
19,720
+2,378
373
$2.18M 0.04%
28,850
-44,393
374
$2.13M 0.04%
7,615
+597
375
$2.13M 0.04%
31,406
+1,555
13 14
15
16 17