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
1201
– –
-10,748
1202
– –
-75,864
1203
– –
-72,250
1204
– –
-35,000
1205
– –
-23,411
1206
– –
-308,723
45 46 47 48
49