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
626
$747K 0.01%
19,482
+790
627
$745K 0.01%
20,360
-165
628
$743K 0.01%
12,686
+5,651
629
$742K 0.01%
13,937
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630
$742K 0.01%
3,296
-93
631
$740K 0.01%
+26,215
632
$733K 0.01%
13,798
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633
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14,607
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634
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14,020
-489
635
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15,278
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636
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19,348
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637
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7,450
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638
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6,418
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639
$721K 0.01%
5,720
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640
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16,825
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643
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26,539
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644
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266,398
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645
$707K 0.01%
7,638
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646
$705K 0.01%
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647
$704K 0.01%
5,833
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648
$698K 0.01%
27,993
+16,901
649
$693K 0.01%
6,021
-347
650
$690K 0.01%
13,959
-7,491
24 25
26
27 28