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
451
$946K 0.03%
22,550
+1,807
452
$944K 0.03%
37,160
-9,883
453
$940K 0.03%
55,368
+1,826
454
$938K 0.03%
26,735
-48,093
455
$934K 0.03%
14,731
+1,820
456
$934K 0.03%
14,508
-953
457
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2,801
+22
458
$923K 0.03%
12,775
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459
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70,000
-631
460
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8,955
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461
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48,669
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462
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118,256
+27,616
463
$895K 0.03%
41,629
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464
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467
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471
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5,261
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472
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12,854
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473
$866K 0.03%
36,237
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474
$862K 0.03%
27,631
-1,116
475
$862K 0.03%
16,732
+545
17 18
19
20 21