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
776
$455K 0.01%
24,845
-1,022
777
$454K 0.01%
3,743
-22
778
$453K 0.01%
2,509
-180
779
$451K 0.01%
16,553
-997
780
$451K 0.01%
2,983
+89
781
$451K 0.01%
4,306
+933
782
$451K 0.01%
5,314
-1,182
783
$446K 0.01%
+13,226
784
$444K 0.01%
3,685
+262
785
$442K 0.01%
14,391
-3,857
786
$442K 0.01%
8,142
-5,556
787
$441K 0.01%
1,733
-60
788
$438K 0.01%
13,000
789
$438K 0.01%
11,877
+856
790
$437K 0.01%
4,896
+1,840
791
$435K 0.01%
4,371
-426
792
$433K 0.01%
15,594
-5,321
793
$428K 0.01%
22,297
-82,446
794
$427K 0.01%
8,567
+904
795
$425K 0.01%
4,943
-16,449
796
$423K 0.01%
11,537
-767
797
$421K 0.01%
100,060
-21,785
798
$421K 0.01%
5,843
+554
799
$419K 0.01%
4,030
+308
800
$419K 0.01%
9,080
+667
30 31
32
33 34