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
801
$417K 0.01%
4,845
-1,002
802
$416K 0.01%
1,006
+3
803
$412K 0.01%
34,000
-3,250
804
$411K 0.01%
25,236
-437
805
$410K 0.01%
4,867
+330
806
$404K 0.01%
5,008
-322
807
$403K 0.01%
15,304
-19,554
808
$403K 0.01%
16,278
+710
809
$400K 0.01%
15,231
-11,816
810
$398K 0.01%
6,500
811
$398K 0.01%
11,154
812
$397K 0.01%
3,900
+64
813
$396K 0.01%
21,718
+1,527
814
$394K 0.01%
11,687
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815
$387K 0.01%
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816
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15,868
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817
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4,030
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818
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19,431
-6,967
819
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2,026
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820
$382K 0.01%
2,661
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821
$382K 0.01%
3,376
+3
822
$381K 0.01%
+7,213
823
$377K 0.01%
1,414
+3
824
$377K 0.01%
2,441
+195
825
$377K 0.01%
17,545
-1,294
31 32
33
34 35