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
601
$810K 0.02%
31,264
+1,615
602
$810K 0.02%
16,181
+6,781
603
$805K 0.02%
10,523
-25,303
604
$805K 0.02%
12,279
-675
605
$803K 0.02%
10,269
-355
606
$799K 0.02%
15,933
-206
607
$794K 0.02%
20,561
+1,430
608
$790K 0.02%
15,835
+3,456
609
$790K 0.02%
1,335
-343
610
$788K 0.02%
8,497
+1,183
611
$787K 0.02%
23,408
-990
612
$786K 0.02%
17,727
613
$786K 0.02%
30,015
-503
614
$784K 0.02%
6,239
-377
615
$784K 0.02%
14,386
+375
616
$781K 0.02%
459
+33
617
$778K 0.02%
12,198
-1,214
618
$761K 0.01%
5,804
-126
619
$759K 0.01%
4,623
+38
620
$758K 0.01%
6,932
+1,970
621
$758K 0.01%
10,239
+5,996
622
$757K 0.01%
40,108
-250
623
$749K 0.01%
14,480
+1,900
624
$749K 0.01%
10,700
-5,403
625
$749K 0.01%
3,195
+149
23 24
25
26 27