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
476
$1.38M 0.03%
3,169
-189
477
$1.38M 0.03%
53,286
+14,364
478
$1.38M 0.03%
3,288
479
$1.36M 0.03%
30,172
+1,620
480
$1.35M 0.03%
57,691
+4,855
481
$1.34M 0.03%
26,579
-487
482
$1.34M 0.03%
10,938
-387
483
$1.33M 0.03%
1,917
+58
484
$1.32M 0.03%
30,425
+10,753
485
$1.31M 0.03%
2,732
-66
486
$1.31M 0.03%
56,401
-10,826
487
$1.31M 0.03%
13,729
+1,005
488
$1.3M 0.03%
+17,142
489
$1.28M 0.03%
6,244
+209
490
$1.28M 0.02%
21,217
-2,334
491
$1.27M 0.02%
21,245
+1,929
492
$1.26M 0.02%
4,869
-216
493
$1.25M 0.02%
62,519
-13,084
494
$1.25M 0.02%
23,050
-103
495
$1.24M 0.02%
50,250
+1,011
496
$1.24M 0.02%
15,476
-1,348
497
$1.24M 0.02%
+22,083
498
$1.24M 0.02%
31,729
+632
499
$1.24M 0.02%
11,595
-13,826
500
$1.23M 0.02%
29,906
-2,890
18 19
20
21 22