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
351
$1.43M 0.05%
28,422
-2,956
352
$1.41M 0.05%
+82,411
353
$1.4M 0.05%
8,285
+379
354
$1.4M 0.05%
27,947
-14,108
355
$1.4M 0.05%
66,624
+36,286
356
$1.4M 0.05%
16,096
+600
357
$1.39M 0.05%
93,311
+81,743
358
$1.38M 0.05%
3,108
-186
359
$1.38M 0.05%
12,552
+396
360
$1.37M 0.05%
110,228
-31,801
361
$1.37M 0.05%
48,462
+5,773
362
$1.37M 0.05%
4,084
+1,175
363
$1.37M 0.05%
40,832
+5,631
364
$1.35M 0.05%
20,536
+3,908
365
$1.34M 0.05%
24,641
+208
366
$1.34M 0.05%
7,183
+136
367
$1.34M 0.05%
29,060
368
$1.34M 0.05%
88,358
+345
369
$1.34M 0.05%
23,844
+1,575
370
$1.33M 0.05%
+25,273
371
$1.32M 0.05%
18,482
+4,675
372
$1.3M 0.05%
+33,673
373
$1.3M 0.05%
6,708
-11,975
374
$1.3M 0.05%
14,921
+233
375
$1.29M 0.05%
22,118
-3,298
13 14
15
16 17