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
376
$1.29M 0.05%
+17,135
377
$1.28M 0.05%
19,783
+2,713
378
$1.28M 0.05%
38,551
+8,188
379
$1.28M 0.05%
2,292
-22
380
$1.27M 0.05%
13,760
+2,205
381
$1.26M 0.05%
21,552
-2,821
382
$1.26M 0.05%
10,071
-78
383
$1.25M 0.04%
11,987
+2,120
384
$1.23M 0.04%
+63,735
385
$1.22M 0.04%
36,606
+20,554
386
$1.22M 0.04%
19,665
+10,255
387
$1.22M 0.04%
32,160
+2,266
388
$1.21M 0.04%
32,914
+1,196
389
$1.21M 0.04%
86,432
+35,580
390
$1.2M 0.04%
5,588
+230
391
$1.19M 0.04%
13,046
-1,193
392
$1.19M 0.04%
26,145
+9,016
393
$1.18M 0.04%
32,003
+4,219
394
$1.18M 0.04%
15,541
+3,800
395
$1.18M 0.04%
12,423
+3,366
396
$1.18M 0.04%
3,637
+283
397
$1.16M 0.04%
17,005
+10,341
398
$1.16M 0.04%
23,347
-79
399
$1.16M 0.04%
3,704
+1,509
400
$1.16M 0.04%
+28,633
14 15
16
17 18