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
526
$1.07M 0.02%
15,655
-434
527
$1.07M 0.02%
22,449
+3,372
528
$1.07M 0.02%
5,988
-17,295
529
$1.06M 0.02%
3,806
+120
530
$1.06M 0.02%
14,119
+254
531
$1.04M 0.02%
33,130
-206
532
$1.04M 0.02%
8,053
-32
533
$1.03M 0.02%
30,420
+6,220
534
$1.03M 0.02%
15,251
-286
535
$1.03M 0.02%
6,041
-46,479
536
$1.03M 0.02%
3,194
-9,855
537
$1.03M 0.02%
37,099
-8,492
538
$1.03M 0.02%
22,291
-8,836
539
$1.03M 0.02%
13,280
-3,133
540
$1.02M 0.02%
16,325
+220
541
$1.02M 0.02%
31,985
+3,620
542
$1.02M 0.02%
26,459
-4,598
543
$1.02M 0.02%
31,030
-1,131
544
$1.01M 0.02%
13,191
-189
545
$1.01M 0.02%
4,576
-28
546
$1.01M 0.02%
102,020
-21,891
547
$1.01M 0.02%
30,762
-14,758
548
$1M 0.02%
19,328
+12,998
549
$993K 0.02%
4,337
+385
550
$992K 0.02%
7,490
+1,260
20 21
22
23 24