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
1026
$220K ﹤0.01%
7,671
+41
1027
$219K ﹤0.01%
2,819
-2,303
1028
$218K ﹤0.01%
+7,182
1029
$217K ﹤0.01%
4,504
1030
$217K ﹤0.01%
1,459
-45
1031
$216K ﹤0.01%
5,430
+44
1032
$216K ﹤0.01%
559
-34
1033
$215K ﹤0.01%
11,139
-1,830
1034
$214K ﹤0.01%
25,186
-686
1035
$214K ﹤0.01%
135,245
+10,800
1036
$214K ﹤0.01%
+3,470
1037
$212K ﹤0.01%
5,182
-2,093
1038
$212K ﹤0.01%
+6,565
1039
$212K ﹤0.01%
39,360
+12,817
1040
$212K ﹤0.01%
+356
1041
$212K ﹤0.01%
5,556
-349
1042
$211K ﹤0.01%
2,962
-40
1043
$211K ﹤0.01%
4,331
-2,051
1044
$210K ﹤0.01%
7,593
-2,551
1045
$209K ﹤0.01%
+1,773
1046
$209K ﹤0.01%
4,021
1047
$208K ﹤0.01%
+2,090
1048
$208K ﹤0.01%
+4,019
1049
$208K ﹤0.01%
6,365
-412
1050
$207K ﹤0.01%
7,354
+593
40 41
42
43 44