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
826
$376K 0.01%
+25,851
827
$374K 0.01%
6,150
+121
828
$371K 0.01%
1,724
-27
829
$370K 0.01%
782
+60
830
$370K 0.01%
19,498
+114
831
$364K 0.01%
+5,334
832
$363K 0.01%
4,974
-50,751
833
$363K 0.01%
1,067
+107
834
$362K 0.01%
11,790
+519
835
$362K 0.01%
+384
836
$362K 0.01%
1,739
-272
837
$361K 0.01%
2,263
+244
838
$359K 0.01%
2,495
-1,179
839
$355K 0.01%
3,980
+1,139
840
$353K 0.01%
1,891
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841
$350K 0.01%
1,860
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842
$347K 0.01%
6,906
843
$346K 0.01%
10,427
-6,253
844
$346K 0.01%
3,174
-412
845
$344K 0.01%
20,124
846
$343K 0.01%
+8,799
847
$342K 0.01%
2,773
+350
848
$341K 0.01%
1,969
+305
849
$340K 0.01%
+107,937
850
$337K 0.01%
6,268
+1,537
32 33
34
35 36