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
1001
$232K ﹤0.01%
+9,180
1002
$232K ﹤0.01%
+645
1003
$232K ﹤0.01%
2,995
-1,471
1004
$230K ﹤0.01%
8,794
-555
1005
$230K ﹤0.01%
20,646
+2,865
1006
$226K ﹤0.01%
7,119
+707
1007
$226K ﹤0.01%
+2,514
1008
$225K ﹤0.01%
1,940
-477
1009
$225K ﹤0.01%
3,331
-2
1010
$224K ﹤0.01%
2,631
-34,073
1011
$224K ﹤0.01%
3,534
-76
1012
$224K ﹤0.01%
10,903
+342
1013
$224K ﹤0.01%
5,300
-1,251
1014
$224K ﹤0.01%
5,385
+698
1015
$223K ﹤0.01%
3,759
-42
1016
$223K ﹤0.01%
14,810
1017
$223K ﹤0.01%
+7,758
1018
$222K ﹤0.01%
3,871
-49
1019
$222K ﹤0.01%
+7,592
1020
$222K ﹤0.01%
4,590
+363
1021
$222K ﹤0.01%
6,871
-316
1022
$222K ﹤0.01%
8,305
-8,607
1023
$221K ﹤0.01%
+3,423
1024
$221K ﹤0.01%
18,087
+6,845
1025
$220K ﹤0.01%
2,301
-260
39 40
41
42 43