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
876
$321K 0.01%
7,902
-412
877
$320K 0.01%
4,192
+170
878
$319K 0.01%
11,821
879
$319K 0.01%
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6,623
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881
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+5,224
882
$316K 0.01%
+6,234
883
$316K 0.01%
5,233
884
$316K 0.01%
4,250
-6,309
885
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886
$316K 0.01%
12,584
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887
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3,099
-21
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$313K 0.01%
34,608
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$312K 0.01%
7,213
890
$311K 0.01%
11,298
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894
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895
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896
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7,362
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4,729
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899
$307K 0.01%
3,493
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900
$307K 0.01%
2,145
34 35
36
37 38