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
426
$1.03M 0.04%
53,041
-1,107
427
$1.03M 0.04%
14,447
+1,280
428
$1.03M 0.04%
20,963
+10,019
429
$1.02M 0.04%
45,282
-3,120
430
$1.02M 0.04%
11,856
+5,940
431
$1.01M 0.04%
+11,249
432
$1.01M 0.04%
9,387
-17
433
$1.01M 0.04%
29,625
+6,035
434
$1M 0.04%
21,715
+3,235
435
$1M 0.04%
13,045
+119
436
$997K 0.04%
+23,331
437
$994K 0.04%
20,881
+5,173
438
$986K 0.04%
+57,324
439
$985K 0.04%
3,717
+640
440
$978K 0.04%
23,844
+314
441
$977K 0.04%
96,025
+160
442
$974K 0.04%
7,439
+2,127
443
$972K 0.03%
8,866
+83
444
$970K 0.03%
18,742
+747
445
$967K 0.03%
+23,875
446
$964K 0.03%
47,379
+29,425
447
$958K 0.03%
12,742
+384
448
$955K 0.03%
16,246
-75
449
$949K 0.03%
4,233
+562
450
$948K 0.03%
10,501
-1,404
16 17
18
19 20