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
651
$688K 0.01%
2,028
+24
652
$685K 0.01%
17,034
653
$684K 0.01%
3,857
+1,308
654
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655
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14,000
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656
$681K 0.01%
1
657
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24,717
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658
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6,375
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659
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5,873
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660
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29,383
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661
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21,123
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662
$661K 0.01%
17,399
+2,104
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3,615
-1,259
664
$651K 0.01%
3,986
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665
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18,051
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667
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3,421
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668
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21,061
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669
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670
$632K 0.01%
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671
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13,671
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672
$629K 0.01%
4,886
-209
673
$629K 0.01%
1,645
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674
$628K 0.01%
+7,387
675
$627K 0.01%
11,008
-34,174
25 26
27
28 29