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
926
$282K 0.01%
2,656
-264
927
$281K 0.01%
16,407
-1,470
928
$281K 0.01%
3,465
+598
929
$280K 0.01%
3,676
-148
930
$280K 0.01%
2,418
-1,253
931
$280K 0.01%
2,600
932
$280K 0.01%
1,364
-929
933
$279K 0.01%
982
+119
934
$279K 0.01%
9,469
-230
935
$278K 0.01%
55,514
-7,643
936
$278K 0.01%
1,568
+150
937
$277K 0.01%
6,456
-847
938
$276K 0.01%
11,649
-42
939
$276K 0.01%
2,169
-1,196
940
$275K 0.01%
6,574
+561
941
$275K 0.01%
1,330
+202
942
$275K 0.01%
+4,700
943
$275K 0.01%
10,309
+2,816
944
$274K 0.01%
12,457
+172
945
$273K 0.01%
563
+88
946
$272K 0.01%
2,578
-1,094
947
$272K 0.01%
6,498
-79
948
$272K 0.01%
11,549
-4,293
949
$271K 0.01%
522
+9
950
$270K 0.01%
6,831
+483
36 37
38
39 40