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
1101
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-47,275
1102
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1103
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1104
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1105
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1106
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-1,443
1107
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-2,069
1108
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-21,470
1109
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-1,821
1110
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-65,526
1111
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1112
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-1,191
1113
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-91,414
1114
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-4,798
1115
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-3,902
1116
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-5,297
1117
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-2,070
1118
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1119
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-34,359
1120
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-249,462
1121
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-110,359
1122
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1123
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-54,816
1124
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1125
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-11,795
43 44
45
46 47