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
76
$12.5M 0.24%
217,996
+23,020
77
$12.2M 0.24%
68,602
-5,499
78
$12.1M 0.23%
206,678
+86,315
79
$11.9M 0.23%
129,755
+6,198
80
$11.8M 0.23%
421,641
+57,821
81
$11.5M 0.22%
422,621
+110,201
82
$11.5M 0.22%
+220,150
83
$11.5M 0.22%
351,521
+179,599
84
$11.4M 0.22%
186,527
+16,425
85
$11.4M 0.22%
+264,888
86
$11.4M 0.22%
+60,107
87
$11.3M 0.22%
263,431
+5,216
88
$11.3M 0.22%
199,388
+79,012
89
$11.3M 0.22%
97,074
+38,537
90
$11.2M 0.22%
84,952
+68,024
91
$11.1M 0.22%
103,024
-12,985
92
$11.1M 0.22%
228,616
-26,614
93
$11M 0.21%
228,913
+111,940
94
$10.6M 0.21%
20,297
+1,694
95
$10.5M 0.2%
42,369
+4,206
96
$10.4M 0.2%
33,160
+2,198
97
$10.3M 0.2%
20,736
+3
98
$10.2M 0.2%
60,407
+52,256
99
$10.1M 0.2%
131,676
+13,465
100
$10M 0.2%
29,216
+811
2 3
4
5 6