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
426
$1.68M 0.03%
30,659
+564
427
$1.67M 0.03%
27,559
+1,366
428
$1.67M 0.03%
13,968
-291
429
$1.66M 0.03%
33,857
+301
430
$1.66M 0.03%
+143,962
431
$1.65M 0.03%
+17,774
432
$1.65M 0.03%
11,530
+117
433
$1.65M 0.03%
32,967
+5,694
434
$1.65M 0.03%
20,178
+16,315
435
$1.64M 0.03%
25,941
+20,312
436
$1.64M 0.03%
78,749
-12,779
437
$1.63M 0.03%
9,986
+97
438
$1.61M 0.03%
58,858
+3,567
439
$1.61M 0.03%
10,818
+145
440
$1.6M 0.03%
30,799
+771
441
$1.59M 0.03%
5,848
+8
442
$1.59M 0.03%
30,481
+19,658
443
$1.58M 0.03%
63,068
+29,026
444
$1.58M 0.03%
13,701
+350
445
$1.58M 0.03%
77,092
-12,008
446
$1.57M 0.03%
85,084
+29,504
447
$1.57M 0.03%
28,991
+224
448
$1.57M 0.03%
36,820
+4,272
449
$1.56M 0.03%
20,851
-6,248
450
$1.54M 0.03%
40,100
+1,454
16 17
18
19 20