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
101
$9.89M 0.19%
182,819
-14,589
102
$9.88M 0.19%
110,904
+43,862
103
$9.68M 0.19%
35,056
+3,484
104
$9.67M 0.19%
83,906
+4,474
105
$9.66M 0.19%
168,607
+17,242
106
$9.55M 0.19%
81,752
+78,094
107
$9.46M 0.18%
340,913
-16,694
108
$9.44M 0.18%
347,652
+43,394
109
$9.4M 0.18%
38,838
+400
110
$9.4M 0.18%
55,504
+7,332
111
$9.36M 0.18%
40,795
+2,690
112
$9.36M 0.18%
1,884
-294
113
$9.36M 0.18%
70,983
+7,742
114
$9.31M 0.18%
43,836
-175
115
$9.22M 0.18%
227,638
+26,155
116
$9.11M 0.18%
18,740
+439
117
$9.1M 0.18%
87,217
-10,622
118
$9.06M 0.18%
80,095
+2,028
119
$9.05M 0.18%
100,160
+3,255
120
$9.04M 0.18%
+322,664
121
$9.03M 0.18%
144,967
+7,944
122
$9.01M 0.18%
118,882
+14,431
123
$9M 0.18%
146,685
+7,663
124
$8.96M 0.17%
63,888
-595
125
$8.93M 0.17%
33,824
+2,396
3 4
5
6 7