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
176
$6.04M 0.12%
4,766
+4
177
$6.03M 0.12%
95,045
+57,944
178
$5.99M 0.12%
49,549
+865
179
$5.91M 0.12%
107,406
-9,800
180
$5.9M 0.11%
40,581
+26,328
181
$5.88M 0.11%
258,079
-1,754
182
$5.87M 0.11%
9,437
-475
183
$5.85M 0.11%
103,813
+6,088
184
$5.83M 0.11%
117,355
-542
185
$5.82M 0.11%
45,937
+2,544
186
$5.69M 0.11%
142,348
+20,452
187
$5.66M 0.11%
219,296
+37,503
188
$5.65M 0.11%
220,412
+61,530
189
$5.58M 0.11%
23,045
+305
190
$5.55M 0.11%
176,790
-1,476,301
191
$5.47M 0.11%
23,982
+148
192
$5.46M 0.11%
43,544
-84
193
$5.46M 0.11%
100,859
-273
194
$5.41M 0.11%
77,045
-929
195
$5.39M 0.1%
45,845
-1,526
196
$5.34M 0.1%
51,736
-900
197
$5.32M 0.1%
106,028
+32,660
198
$5.25M 0.1%
268,040
+25,998
199
$5.22M 0.1%
97,806
+14,232
200
$5.16M 0.1%
14,318
+200
6 7
8
9 10