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
901
$306K 0.01%
12,292
+473
902
$302K 0.01%
6,548
+1,581
903
$301K 0.01%
+6,336
904
$299K 0.01%
5,660
-7
905
$298K 0.01%
10,974
+1,280
906
$294K 0.01%
3,804
+314
907
$293K 0.01%
6,696
908
$293K 0.01%
7,575
-100
909
$292K 0.01%
6,984
-3,108
910
$292K 0.01%
19,605
-255
911
$291K 0.01%
2,845
+486
912
$291K 0.01%
1,472
-15
913
$290K 0.01%
4,938
-381
914
$289K 0.01%
274
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915
$289K 0.01%
4,036
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$289K 0.01%
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917
$288K 0.01%
5,333
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$287K 0.01%
13,453
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$286K 0.01%
6,157
+1,906
920
$286K 0.01%
763
921
$285K 0.01%
+6,219
922
$284K 0.01%
+3,583
923
$284K 0.01%
5,881
-20
924
$283K 0.01%
+2,616
925
$282K 0.01%
9,765
35 36
37
38 39