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
676
$623K 0.01%
13,261
-698
677
$622K 0.01%
7,360
+1,334
678
$619K 0.01%
3,195
-74
679
$616K 0.01%
5,370
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680
$608K 0.01%
10,835
-1,065
681
$608K 0.01%
2,127
+23
682
$605K 0.01%
7,481
+1,138
683
$603K 0.01%
16,391
-1,945
684
$602K 0.01%
74,006
+58,607
685
$600K 0.01%
29,827
+3,152
686
$598K 0.01%
32,615
+22,606
687
$595K 0.01%
87,310
+705
688
$595K 0.01%
+15,965
689
$593K 0.01%
5,642
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690
$587K 0.01%
5,680
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692
$586K 0.01%
6,563
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693
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27,633
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694
$582K 0.01%
29,897
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695
$580K 0.01%
4,166
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696
$579K 0.01%
+17,960
697
$578K 0.01%
18,233
-229
698
$573K 0.01%
12,091
+2,853
699
$573K 0.01%
12,302
-700
700
$572K 0.01%
6,350
+2,388
26 27
28
29 30