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
251
$2.29M 0.08%
19,570
+2,784
252
$2.29M 0.08%
33,452
+3,114
253
$2.28M 0.08%
+85,631
254
$2.28M 0.08%
20,334
+810
255
$2.28M 0.08%
48,489
+12,354
256
$2.27M 0.08%
+25,808
257
$2.26M 0.08%
14,174
+8,600
258
$2.26M 0.08%
22,368
+256
259
$2.23M 0.08%
46,464
+35,210
260
$2.23M 0.08%
+198,883
261
$2.21M 0.08%
52,464
+3,149
262
$2.19M 0.08%
17,861
+1,860
263
$2.18M 0.08%
76,132
-24,789
264
$2.17M 0.08%
13,285
-1,301
265
$2.17M 0.08%
29,946
-5,687
266
$2.15M 0.08%
83,207
+2,770
267
$2.15M 0.08%
43,081
+30,933
268
$2.14M 0.08%
+19,155
269
$2.13M 0.08%
105,075
-49,452
270
$2.13M 0.08%
+35,092
271
$2.13M 0.08%
28,280
-1,056
272
$2.11M 0.08%
30,228
-3,296
273
$2.1M 0.08%
40,801
+1,591
274
$2.1M 0.08%
19,588
+429
275
$2.09M 0.08%
20,230
+4,545
9 10
11
12 13