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
376
$2.13M 0.04%
9,078
+360
377
$2.13M 0.04%
17,008
-2,461
378
$2.11M 0.04%
31,875
-8,452
379
$2.1M 0.04%
8,272
+1,122
380
$2.09M 0.04%
72,719
-3,570
381
$2.08M 0.04%
57,866
+47,495
382
$2.08M 0.04%
44,522
+3,998
383
$2.07M 0.04%
2,939
+25
384
$2.05M 0.04%
18,572
+1,896
385
$2.03M 0.04%
22,063
+731
386
$2.02M 0.04%
+24,473
387
$2.01M 0.04%
25,121
-112
388
$2.01M 0.04%
+78,341
389
$2.01M 0.04%
39,799
+4,678
390
$2.01M 0.04%
106,623
+4,057
391
$2M 0.04%
78,453
+802
392
$1.99M 0.04%
24,861
+930
393
$1.98M 0.04%
21,895
-5,696
394
$1.97M 0.04%
14,142
+3,626
395
$1.93M 0.04%
36,134
-2,889
396
$1.93M 0.04%
22,646
+4,328
397
$1.92M 0.04%
+75,509
398
$1.91M 0.04%
25,797
-144
399
$1.9M 0.04%
36,248
+5,349
400
$1.88M 0.04%
14,367
+1,570
14 15
16
17 18