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
1151
– –
-65,567
1152
– –
-5,282
1153
– –
-25,330
1154
– –
-38,208
1155
– –
-42,091
1156
– –
-17,053
1157
– –
-14,188
1158
– –
-23,071
1159
– –
-25,524
1160
– –
-19,693
1161
– –
-6,050
1162
– –
-21,043
1163
– –
-2,016
1164
– –
-140,126
1165
– –
-11,870
1166
– –
-1,812
1167
– –
-4,806
1168
– –
-35,409
1169
– –
-4,546
1170
– –
-65,452
1171
– –
-94,888
1172
– –
-12,250
1173
– –
-35,876
1174
– –
-3,013
1175
– –
-34,789
45 46
47
48 49