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
201
$5.11M 0.1%
71,068
-697,370
202
$5.07M 0.1%
100,961
+752
203
$5.06M 0.1%
23,488
-718
204
$5.05M 0.1%
21,462
-367
205
$5.03M 0.1%
9,940
-521
206
$5.01M 0.1%
113,980
+1,719
207
$4.87M 0.09%
101,786
-4,923
208
$4.8M 0.09%
84,966
-1,064
209
$4.77M 0.09%
255,039
+29,319
210
$4.72M 0.09%
98,053
+4,250
211
$4.7M 0.09%
43,584
+5,615
212
$4.65M 0.09%
51,508
+1,438
213
$4.65M 0.09%
74,676
+1,491
214
$4.65M 0.09%
40,795
+281
215
$4.59M 0.09%
108,204
+26,074
216
$4.56M 0.09%
40,963
-72,067
217
$4.54M 0.09%
76,686
-162,743
218
$4.49M 0.09%
47,785
+821
219
$4.46M 0.09%
37,065
+18,257
220
$4.44M 0.09%
50,884
+847
221
$4.43M 0.09%
+86,618
222
$4.4M 0.09%
24,657
-4
223
$4.29M 0.08%
72,505
-3,491
224
$4.28M 0.08%
33,181
+1,005
225
$4.24M 0.08%
32,084
+28,541
7 8
9
10 11