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
26
$17.4M 0.63%
293,789
+32,077
27
$16.9M 0.61%
167,741
+36,171
28
$16.6M 0.6%
205,027
+46,815
29
$16.3M 0.58%
104,401
-6,043
30
$16M 0.58%
40,427
+3,061
31
$15.7M 0.57%
264,798
+51,775
32
$15.7M 0.56%
108,104
+4,273
33
$15.6M 0.56%
104,639
+28,071
34
$15.4M 0.55%
91,268
+3,355
35
$15.2M 0.55%
38,803
+5,186
36
$15.2M 0.54%
89,472
+18,687
37
$14.8M 0.53%
167,496
+5,387
38
$14.6M 0.53%
41,710
+1,884
39
$14.5M 0.52%
71,410
+8,426
40
$14.1M 0.51%
138,460
+2,298
41
$14M 0.5%
4,543
+3,930
42
$13.5M 0.49%
31,553
+1,274
43
$13.3M 0.48%
49,351
+4,376
44
$13.1M 0.47%
147,546
+49,915
45
$12.7M 0.46%
108,016
+5,614
46
$12.7M 0.46%
335,890
+33,730
47
$12.5M 0.45%
232,244
-6,641
48
$12.2M 0.44%
93,482
+13,402
49
$12.1M 0.43%
240,215
+78,349
50
$12M 0.43%
239,152
+35,664
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