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
1076
$116K ﹤0.01%
+11,370
1077
$112K ﹤0.01%
11,753
-1
1078
$108K ﹤0.01%
12,842
-1,280
1079
$107K ﹤0.01%
11,581
-13,364
1080
$101K ﹤0.01%
12,120
1081
$97.2K ﹤0.01%
10,500
1082
$94.2K ﹤0.01%
19,000
+2,000
1083
$94.1K ﹤0.01%
+13,065
1084
$93.2K ﹤0.01%
37,567
+15,174
1085
$88.8K ﹤0.01%
10,000
-1,900
1086
$88.4K ﹤0.01%
+10,925
1087
$86.6K ﹤0.01%
+16,882
1088
$85.9K ﹤0.01%
+10,160
1089
$84.2K ﹤0.01%
+10,022
1090
$73.9K ﹤0.01%
+25,213
1091
$71.5K ﹤0.01%
16,586
+573
1092
$41.1K ﹤0.01%
+32,400
1093
$37.2K ﹤0.01%
15,000
1094
$35.4K ﹤0.01%
+20,000
1095
$32.7K ﹤0.01%
1,084
-68
1096
$27.6K ﹤0.01%
+10,000
1097
$18.6K ﹤0.01%
10,396
1098
$11K ﹤0.01%
12,000
+1,000
1099
– –
-1,821
1100
– –
-1,812
42 43
44
45 46