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
501
$1.22M 0.02%
16,179
-73,010
502
$1.22M 0.02%
10,665
+1,693
503
$1.21M 0.02%
5,482
+144
504
$1.21M 0.02%
50,710
+5,991
505
$1.21M 0.02%
8,941
+42
506
$1.21M 0.02%
1,896
+97
507
$1.19M 0.02%
16,946
+760
508
$1.18M 0.02%
5,826
+300
509
$1.17M 0.02%
13,928
-265,479
510
$1.16M 0.02%
22,162
-208
511
$1.15M 0.02%
12,764
+1,583
512
$1.15M 0.02%
33,163
+93
513
$1.13M 0.02%
18,951
+902
514
$1.13M 0.02%
11,660
+2,121
515
$1.12M 0.02%
11,415
+772
516
$1.12M 0.02%
24,844
+9,986
517
$1.12M 0.02%
5,923
+200
518
$1.11M 0.02%
27,776
-22,616
519
$1.11M 0.02%
3,866
-575
520
$1.11M 0.02%
9,438
-792
521
$1.1M 0.02%
11,056
-2,073
522
$1.1M 0.02%
+35,971
523
$1.09M 0.02%
48,347
-1,369
524
$1.07M 0.02%
25,713
-1,512
525
$1.07M 0.02%
11,933
+787
19 20
21
22 23