KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
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
+$76.8M
2
+$72.6M
3
+$55.9M
4
MSSS icon
Monarch Select Subsector Index ETF
MSSS
+$50.9M
5
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$48.6M

Top Sells

1
+$121M
2
+$53M
3
+$51M
4
BALT icon
Innovator Defined Wealth Shield ETF
BALT
+$46M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$32M

Sector Composition

1 Technology 12.91%
2 Financials 5.58%
3 Consumer Discretionary 5.58%
4 Healthcare 4.14%
5 Industrials 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
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-4,595
1102
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-705
1103
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-18,692
1104
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-12,709
1105
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-3,520
1106
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-10,086
1107
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-106,231
1108
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-1,716
1109
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-47,275
1110
– –
-13,984
1111
– –
-30,477
1112
– –
-2,111
1113
– –
-98,885
1114
– –
-1,443
1115
– –
-21,470
1116
– –
-18,338
1117
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-26,024
1118
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-801
1119
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-7,519
1120
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-1,821
1121
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-1,833
1122
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-2,363
1123
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-4,191
1124
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-12,111
1125
– –
-27,910
43 44
45
46 47