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
326
$1.64M 0.06%
21,883
-2,809
327
$1.64M 0.06%
53,411
+4,917
328
$1.63M 0.06%
18,996
-30
329
$1.63M 0.06%
65,968
+15,033
330
$1.62M 0.06%
32,570
-149
331
$1.61M 0.06%
8,047
+4,743
332
$1.61M 0.06%
10,374
+143
333
$1.61M 0.06%
51,302
-37,807
334
$1.61M 0.06%
64,528
+858
335
$1.6M 0.06%
8,198
+6,430
336
$1.59M 0.06%
17,078
+2,800
337
$1.59M 0.06%
9,955
+1,318
338
$1.55M 0.06%
10,000
339
$1.54M 0.06%
20,569
-18,612
340
$1.54M 0.06%
16,874
+9,253
341
$1.53M 0.06%
43,430
+22,045
342
$1.53M 0.06%
50,823
+8,280
343
$1.52M 0.05%
20,017
-1,721
344
$1.51M 0.05%
28,609
+541
345
$1.51M 0.05%
30,535
-1,845
346
$1.5M 0.05%
25,696
-808
347
$1.49M 0.05%
49,584
-541
348
$1.49M 0.05%
3,723
+10
349
$1.48M 0.05%
9,708
-175
350
$1.47M 0.05%
29,097
+8
12 13
14
15 16