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
126
$8.82M 0.17%
80,113
+6,898
127
$8.82M 0.17%
55,810
+5,936
128
$8.78M 0.17%
38,889
+2,220
129
$8.71M 0.17%
99,787
-47,207
130
$8.67M 0.17%
46,835
+31,288
131
$8.67M 0.17%
23,501
+6,250
132
$8.58M 0.17%
170,591
-670
133
$8.57M 0.17%
23,660
+1,297
134
$8.56M 0.17%
75,058
+4,833
135
$8.49M 0.17%
205,485
-22,988
136
$8.49M 0.17%
55,240
+3,871
137
$8.46M 0.16%
253,754
-10,359
138
$8.36M 0.16%
36,970
-295
139
$8.32M 0.16%
28,412
-453
140
$8.29M 0.16%
184,634
+15,400
141
$8.28M 0.16%
18,626
+1,476
142
$8.27M 0.16%
169,340
+24,607
143
$8.27M 0.16%
158,111
+25,192
144
$8.19M 0.16%
50,002
+5,432
145
$8.08M 0.16%
20,128
+538
146
$7.81M 0.15%
7,621
-3,630
147
$7.79M 0.15%
61,082
+9,907
148
$7.79M 0.15%
361,459
+413
149
$7.79M 0.15%
+827,744
150
$7.77M 0.15%
297,313
-172,628
4 5
6
7 8