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
951
$269K 0.01%
15,611
952
$268K 0.01%
14,139
-335
953
$268K 0.01%
631
-5
954
$267K 0.01%
2,261
-4
955
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+2,335
956
$266K 0.01%
11,961
-10,924
957
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6,306
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959
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11,366
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960
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961
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962
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963
$259K 0.01%
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964
$257K 0.01%
1,490
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965
$257K 0.01%
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7,270
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$253K ﹤0.01%
50,000
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968
$253K ﹤0.01%
10,635
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969
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8,183
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970
$251K ﹤0.01%
13,865
-7,433
971
$250K ﹤0.01%
18,080
-4,951
972
$250K ﹤0.01%
11,031
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973
$249K ﹤0.01%
5,159
+29
974
$249K ﹤0.01%
5,706
+3
975
$248K ﹤0.01%
2,882
-1,302
37 38
39
40 41