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
– –
-12,709
1102
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-3,520
1103
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-106,231
1104
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-1,716
1105
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-47,275
1106
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-13,984
1107
– –
-30,477
1108
– –
-2,111
1109
– –
-98,885
1110
– –
-1,443
1111
– –
-2,069
1112
– –
-21,470
1113
– –
-7,098
1114
– –
-65,567
1115
– –
-5,282
1116
– –
-25,330
1117
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-38,208
1118
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-42,091
1119
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-17,053
1120
– –
-14,188
1121
– –
-23,071
1122
– –
-25,524
1123
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-19,693
1124
– –
-6,050
1125
– –
-21,043
43 44
45
46 47