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
276
$2.08M 0.07%
28,215
-2,254
277
$2.05M 0.07%
+20,407
278
$2.02M 0.07%
8,782
-80
279
$2.02M 0.07%
106,886
-2,910
280
$2.02M 0.07%
36,705
+22,922
281
$2.01M 0.07%
+137,235
282
$1.98M 0.07%
39,027
+33,547
283
$1.97M 0.07%
5,282
+484
284
$1.96M 0.07%
48,175
+10,970
285
$1.95M 0.07%
20,416
-474
286
$1.92M 0.07%
+60,702
287
$1.91M 0.07%
17,302
+138
288
$1.9M 0.07%
+113,180
289
$1.9M 0.07%
8,578
+1,027
290
$1.88M 0.07%
8,201
+2,154
291
$1.88M 0.07%
44,529
+7,825
292
$1.87M 0.07%
9,557
+1,662
293
$1.87M 0.07%
30,775
-36,214
294
$1.86M 0.07%
+127,776
295
$1.86M 0.07%
26,870
+524
296
$1.86M 0.07%
88,184
+20,114
297
$1.86M 0.07%
12,775
+7,052
298
$1.85M 0.07%
4,236
-145
299
$1.85M 0.07%
28,553
+15
300
$1.84M 0.07%
25,494
+8,025
10 11
12
13 14