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
451
$1.54M 0.03%
26,272
+11,232
452
$1.54M 0.03%
2,886
+29
453
$1.53M 0.03%
29,569
+8,289
454
$1.53M 0.03%
4,381
-9,721
455
$1.52M 0.03%
16,699
+351
456
$1.52M 0.03%
3,568
+318
457
$1.51M 0.03%
48,417
+2,034
458
$1.5M 0.03%
11,200
+857
459
$1.5M 0.03%
18,726
-2,223
460
$1.49M 0.03%
11,539
+488
461
$1.48M 0.03%
25,562
-901,156
462
$1.48M 0.03%
8,288
+424
463
$1.48M 0.03%
27,433
+787
464
$1.46M 0.03%
24,275
+7,894
465
$1.45M 0.03%
4,822
+57
466
$1.44M 0.03%
7,569
-225
467
$1.43M 0.03%
48,333
-9,753
468
$1.42M 0.03%
54,044
-4,649
469
$1.42M 0.03%
2,493
-1,624
470
$1.41M 0.03%
28,827
-835
471
$1.4M 0.03%
31,052
-3,842
472
$1.4M 0.03%
77,018
-29,659
473
$1.4M 0.03%
44,628
-1,504
474
$1.4M 0.03%
62,360
-25,582
475
$1.39M 0.03%
66,079
+8,722
17 18
19
20 21