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
1051
$207K ﹤0.01%
2,403
-21,918
1052
$205K ﹤0.01%
8,860
-1,904
1053
$203K ﹤0.01%
8,943
-399
1054
$203K ﹤0.01%
+3,816
1055
$203K ﹤0.01%
6,082
-1,305
1056
$202K ﹤0.01%
1,220
-26
1057
$201K ﹤0.01%
+508
1058
$201K ﹤0.01%
2,802
-17
1059
$200K ﹤0.01%
12,237
-1,223
1060
$198K ﹤0.01%
10,000
-1,262
1061
$190K ﹤0.01%
14,283
-29
1062
$173K ﹤0.01%
16,742
-697
1063
$168K ﹤0.01%
16,592
1064
$167K ﹤0.01%
68,425
+13,000
1065
$164K ﹤0.01%
11,388
-500
1066
$160K ﹤0.01%
15,092
-1,500
1067
$153K ﹤0.01%
+13,045
1068
$148K ﹤0.01%
11,000
1069
$145K ﹤0.01%
11,195
-5,784
1070
$141K ﹤0.01%
15,278
-1,875
1071
$139K ﹤0.01%
15,150
-1
1072
$128K ﹤0.01%
+10,005
1073
$128K ﹤0.01%
24,604
-2,649
1074
$127K ﹤0.01%
83,179
1075
$120K ﹤0.01%
17,720
-4,820
41 42
43
44 45