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
151
$7.73M 0.15%
72,525
+21,338
152
$7.71M 0.15%
111,809
-3,493
153
$7.7M 0.15%
152,894
+12,973
154
$7.61M 0.15%
+97,741
155
$7.61M 0.15%
262,296
-5,153
156
$7.53M 0.15%
25,966
-13,681
157
$7.44M 0.15%
22,424
+748
158
$7.35M 0.14%
370,777
-42,217
159
$7.15M 0.14%
140,976
+12,170
160
$7.1M 0.14%
33,723
+2,730
161
$7.07M 0.14%
80,509
-3,995
162
$6.94M 0.14%
293,164
-9,290
163
$6.86M 0.13%
114,812
+376
164
$6.77M 0.13%
22,812
+553
165
$6.74M 0.13%
155,289
+947
166
$6.65M 0.13%
85,895
-10,016
167
$6.53M 0.13%
81,655
-8,776
168
$6.25M 0.12%
21,549
-47
169
$6.23M 0.12%
123,664
+33,126
170
$6.22M 0.12%
28,278
+3,287
171
$6.17M 0.12%
244,464
+48,957
172
$6.12M 0.12%
200,945
-7,457
173
$6.12M 0.12%
64,091
+3,838
174
$6.09M 0.12%
27,562
-275
175
$6.05M 0.12%
177,339
-1,244
5 6
7
8 9