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
576
$908K 0.02%
24,840
-199
577
$903K 0.02%
39,286
+5,057
578
$897K 0.02%
3,952
-190
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$894K 0.02%
14,712
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580
$876K 0.02%
3,254
-23
581
$876K 0.02%
4,166
-126
582
$874K 0.02%
12,866
+94
583
$870K 0.02%
6,588
-274
584
$870K 0.02%
3,158
+12
585
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3,882
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586
$864K 0.02%
27,052
587
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136,408
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588
$858K 0.02%
16,914
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589
$856K 0.02%
2,339
-98
590
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24,336
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4,378
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593
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8,362
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594
$839K 0.02%
22,290
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595
$838K 0.02%
18,000
596
$838K 0.02%
7,584
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597
$832K 0.02%
44,065
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598
$822K 0.02%
6,932
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599
$819K 0.02%
7,015
+2,983
600
$811K 0.02%
24,111
-127
22 23
24
25 26