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
476
$861K 0.03%
13,462
+2,868
477
$852K 0.03%
51,378
-23,714
478
$851K 0.03%
23,007
+289
479
$845K 0.03%
8,252
-2,041
480
$844K 0.03%
30,600
-221
481
$839K 0.03%
37,940
-2,772
482
$838K 0.03%
16,800
-6,000
483
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11,825
-3,368
484
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46,134
+27,354
485
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15,975
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486
$832K 0.03%
25,566
+2,386
487
$832K 0.03%
3,872
+15
488
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10,582
-1,030
489
$818K 0.03%
39,500
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490
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18,776
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491
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492
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493
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29,933
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494
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30,870
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495
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19,455
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496
$799K 0.03%
26,236
-1,139
497
$795K 0.03%
19,622
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498
$792K 0.03%
156,542
+14,528
499
$788K 0.03%
25,095
-61
500
$787K 0.03%
9,114
+518
18 19
20
21 22