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
401
$1.16M 0.04%
+11,049
402
$1.15M 0.04%
23,712
+6,060
403
$1.15M 0.04%
3,928
+420
404
$1.14M 0.04%
37,406
+605
405
$1.14M 0.04%
9,480
+4,080
406
$1.14M 0.04%
19,447
+752
407
$1.12M 0.04%
66,687
+2,319
408
$1.12M 0.04%
24,973
+699
409
$1.09M 0.04%
26,752
+1,192
410
$1.09M 0.04%
42,322
-981
411
$1.09M 0.04%
35,472
-2,095
412
$1.08M 0.04%
4,178
+124
413
$1.07M 0.04%
8,261
+3,935
414
$1.06M 0.04%
33,023
+38
415
$1.06M 0.04%
38,550
+3,075
416
$1.05M 0.04%
15,561
-14,552
417
$1.05M 0.04%
9,364
+1,173
418
$1.05M 0.04%
4,467
+2,810
419
$1.05M 0.04%
11,142
+2,690
420
$1.04M 0.04%
3,978
-7,612
421
$1.04M 0.04%
+20,736
422
$1.04M 0.04%
+19,478
423
$1.04M 0.04%
34,715
+1,117
424
$1.04M 0.04%
+41,248
425
$1.03M 0.04%
10,458
+4,708
15 16
17
18 19