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
701
$571K 0.01%
4,348
-4,500
702
$571K 0.01%
15,884
-26,027
703
$569K 0.01%
3,444
+460
704
$568K 0.01%
23,636
-1,748
705
$557K 0.01%
6,247
+187
706
$555K 0.01%
11,049
+218
707
$551K 0.01%
9,618
-771
708
$551K 0.01%
28,666
-251
709
$547K 0.01%
9,540
-100,181
710
$543K 0.01%
20,437
+7,770
711
$542K 0.01%
+36,323
712
$541K 0.01%
6,076
+1,181
713
$537K 0.01%
18,043
+4,602
714
$534K 0.01%
+10,647
715
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716
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3,983
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717
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1,574
-9,621
718
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719
$521K 0.01%
14,021
+1,620
720
$520K 0.01%
7,140
-69
721
$519K 0.01%
+57,939
722
$516K 0.01%
5,061
+98
723
$516K 0.01%
+36,762
724
$516K 0.01%
13,002
+6,208
725
$514K 0.01%
8,710
-1,484
27 28
29
30 31