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
401
$1.88M 0.04%
53,366
+2,414
402
$1.85M 0.04%
44,842
-878
403
$1.83M 0.04%
37,203
+4,936
404
$1.83M 0.04%
6,317
+2,507
405
$1.83M 0.04%
39,268
-75
406
$1.79M 0.03%
31,718
-62,976
407
$1.79M 0.03%
22,858
+51
408
$1.79M 0.03%
6,186
+671
409
$1.78M 0.03%
55,167
+2,756
410
$1.78M 0.03%
3,123
+37
411
$1.78M 0.03%
55,686
+6,229
412
$1.78M 0.03%
+22,208
413
$1.76M 0.03%
+18,148
414
$1.76M 0.03%
8,360
-2,239
415
$1.75M 0.03%
21,657
+17,046
416
$1.75M 0.03%
17,504
-674
417
$1.73M 0.03%
67,152
-618
418
$1.73M 0.03%
79,087
-5,166
419
$1.72M 0.03%
35,038
-11,656
420
$1.71M 0.03%
8,644
+205
421
$1.71M 0.03%
42,422
+4,431
422
$1.7M 0.03%
15,147
+789
423
$1.7M 0.03%
6,141
+98
424
$1.69M 0.03%
+36,952
425
$1.69M 0.03%
4,562
-28
15 16
17
18 19