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
51
$17.8M 0.35%
359,676
-110,224
52
$17.5M 0.34%
29,649
-12,105
53
$17.3M 0.34%
226,691
-18,213
54
$16.9M 0.33%
58,232
+1,245
55
$16.9M 0.33%
131,198
-934,204
56
$16.7M 0.33%
74,373
+64,872
57
$16.6M 0.32%
84,571
-94
58
$16.2M 0.32%
226,662
+79,937
59
$16.2M 0.31%
84,888
+898
60
$15.6M 0.3%
144,843
+11,632
61
$15.2M 0.3%
105,085
-10,102
62
$15M 0.29%
310,026
+189,371
63
$14.9M 0.29%
181,596
+111,595
64
$14.6M 0.28%
108,151
+91,318
65
$13.5M 0.26%
80,492
+1,434
66
$13.3M 0.26%
32,396
-1,865
67
$13.2M 0.26%
52,951
+47,273
68
$13.1M 0.26%
256,364
+7,776
69
$13M 0.25%
436,612
-17,632
70
$13M 0.25%
69,356
+2,466
71
$12.9M 0.25%
170,247
+41,640
72
$12.9M 0.25%
84,607
-381
73
$12.7M 0.25%
339,629
+18,533
74
$12.7M 0.25%
48,586
+3,314
75
$12.6M 0.25%
76,176
+25,812
1 2
3
4 5