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
726
$514K 0.01%
2,145
+144
727
$513K 0.01%
4,864
-172
728
$513K 0.01%
20,550
-2,000
729
$512K 0.01%
11,359
+226
730
$511K 0.01%
9,012
-23
731
$510K 0.01%
5,072
+2,544
732
$509K 0.01%
10,781
-160
733
$507K 0.01%
+20,061
734
$506K 0.01%
14,956
-2,024
735
$506K 0.01%
10,932
-194
736
$505K 0.01%
4,053
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737
$503K 0.01%
3,825
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738
$502K 0.01%
12,845
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739
$500K 0.01%
13,429
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740
$496K 0.01%
19,590
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741
$494K 0.01%
46,645
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742
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15,010
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6,446
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744
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1,645
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745
$493K 0.01%
101,398
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746
$492K 0.01%
53,005
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747
$492K 0.01%
4,728
-27
748
$491K 0.01%
5,535
-750
749
$487K 0.01%
9,245
750
$487K 0.01%
9,464
+251
28 29
30
31 32