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
301
$1.8M 0.06%
14,917
+166
302
$1.79M 0.06%
40,006
-48,991
303
$1.78M 0.06%
+39,426
304
$1.78M 0.06%
7,086
-45
305
$1.77M 0.06%
83,314
+7,611
306
$1.77M 0.06%
70,020
-492
307
$1.75M 0.06%
35,999
+12,649
308
$1.75M 0.06%
8,930
+3,424
309
$1.73M 0.06%
+15,909
310
$1.72M 0.06%
8,596
+1,135
311
$1.71M 0.06%
18,726
+4,788
312
$1.71M 0.06%
3,730
-2,875
313
$1.71M 0.06%
7,296
+15
314
$1.71M 0.06%
+225,894
315
$1.7M 0.06%
64,379
+1,681
316
$1.7M 0.06%
64,324
-294
317
$1.69M 0.06%
3,707
+344
318
$1.69M 0.06%
11,893
+2,656
319
$1.68M 0.06%
24,289
+5,967
320
$1.68M 0.06%
9,657
+211
321
$1.67M 0.06%
+13,183
322
$1.67M 0.06%
78,860
+67,284
323
$1.67M 0.06%
4,430
-328
324
$1.66M 0.06%
21,922
+894
325
$1.66M 0.06%
8,426
+17
11 12
13
14 15