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
551
$990K 0.02%
8,288
+103
552
$990K 0.02%
52,428
+887
553
$989K 0.02%
85,757
-8,229
554
$988K 0.02%
5,368
+405
555
$988K 0.02%
36,898
+10,467
556
$977K 0.02%
1,555
-21
557
$973K 0.02%
12,467
-2,838
558
$969K 0.02%
86,672
+2,927
559
$965K 0.02%
25,697
-279
560
$962K 0.02%
7,789
-262
561
$961K 0.02%
35,101
+2,587
562
$961K 0.02%
26,649
+312
563
$957K 0.02%
18,324
-2,267
564
$956K 0.02%
63,941
+4,542
565
$948K 0.02%
39,383
-2,981
566
$947K 0.02%
10,107
-39
567
$946K 0.02%
12,786
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568
$930K 0.02%
42,456
+11,481
569
$928K 0.02%
16,741
+12,291
570
$919K 0.02%
56,252
-18,041
571
$917K 0.02%
3,261
+247
572
$916K 0.02%
5,643
+177
573
$914K 0.02%
40,705
-6,035
574
$912K 0.02%
28,081
+1,369
575
$908K 0.02%
4,759
-173
21 22
23
24 25