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
$2.78B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$23.1M
3
+$19M
4
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$16.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$15.6M

Top Sells

1
+$24.4M
2
+$23.9M
3
+$12.1M
4
AAPL icon
Apple
AAPL
+$11.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.46M

Sector Composition

1 Technology 13.85%
2 Consumer Discretionary 7.15%
3 Financials 5.92%
4 Healthcare 5.43%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.69M 0.1%
36,690
-7,753
227
$2.63M 0.09%
36,363
+17,208
228
$2.61M 0.09%
13,699
+124
229
$2.59M 0.09%
17,031
+3,379
230
$2.58M 0.09%
27,241
+994
231
$2.57M 0.09%
37,257
+5,083
232
$2.56M 0.09%
13,553
+7,317
233
$2.52M 0.09%
+109,426
234
$2.49M 0.09%
227,324
+200,823
235
$2.47M 0.09%
9,055
+237
236
$2.46M 0.09%
102,194
-2,033
237
$2.44M 0.09%
27,041
+5,257
238
$2.41M 0.09%
11,845
-963
239
$2.4M 0.09%
46,357
+795
240
$2.4M 0.09%
+70,555
241
$2.39M 0.09%
+50,442
242
$2.39M 0.09%
91,427
-73,207
243
$2.36M 0.08%
98,468
-16,024
244
$2.34M 0.08%
16,926
-1,492
245
$2.34M 0.08%
17,860
+11,707
246
$2.32M 0.08%
49,354
+910
247
$2.32M 0.08%
+16,143
248
$2.31M 0.08%
+33,242
249
$2.31M 0.08%
40,964
+2,052
250
$2.3M 0.08%
32,006
+2,231
8 9
10
11 12