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
26
$40.1M 0.78%
76,182
+7,223
27
$38.7M 0.75%
232,266
+21,474
28
$38.4M 0.75%
396,642
+363,119
29
$36.3M 0.71%
293,289
+270,423
30
$31.3M 0.61%
170,909
+27,251
31
$31.1M 0.61%
79,919
+15,940
32
$29.3M 0.57%
122,378
+4,283
33
$27.5M 0.54%
459,743
-45,648
34
$26.7M 0.52%
194,080
+12,034
35
$25.9M 0.5%
111,802
+13,933
36
$25.7M 0.5%
135,694
+18,560
37
$24.6M 0.48%
42,023
+257
38
$24M 0.47%
41,006
-2,334
39
$23.6M 0.46%
257,553
+106,443
40
$22.8M 0.44%
319,075
+311,581
41
$22.6M 0.44%
211,191
+97,227
42
$21.1M 0.41%
46,498
-12,080
43
$20.6M 0.4%
142,365
-9,891
44
$20.3M 0.4%
258,594
-68,388
45
$19.8M 0.39%
49,001
+5,193
46
$19.4M 0.38%
195,056
-150,169
47
$19.3M 0.38%
192,204
-9,708
48
$19.1M 0.37%
138,056
-18,405
49
$18.3M 0.36%
198,258
-37,453
50
$18.3M 0.36%
449,600
-286,829
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