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
976
$247K ﹤0.01%
23,376
-1,095
977
$246K ﹤0.01%
1,855
-1,706
978
$246K ﹤0.01%
7,385
-378
979
$245K ﹤0.01%
13,342
+1,566
980
$244K ﹤0.01%
+1,776
981
$244K ﹤0.01%
+9,240
982
$244K ﹤0.01%
+3,247
983
$243K ﹤0.01%
5,797
-6,265
984
$242K ﹤0.01%
+741
985
$242K ﹤0.01%
+10,459
986
$241K ﹤0.01%
+4,841
987
$241K ﹤0.01%
+8,194
988
$240K ﹤0.01%
1,008
+26
989
$239K ﹤0.01%
+3,519
990
$238K ﹤0.01%
11,778
+717
991
$237K ﹤0.01%
2,936
+88
992
$237K ﹤0.01%
4,562
+532
993
$236K ﹤0.01%
11,216
-361
994
$236K ﹤0.01%
5,707
+17
995
$236K ﹤0.01%
+9,678
996
$235K ﹤0.01%
7,454
+22
997
$235K ﹤0.01%
4,309
-101
998
$234K ﹤0.01%
1,336
-842
999
$233K ﹤0.01%
+8,292
1000
$233K ﹤0.01%
4,905
38 39
40
41 42