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
501
$773K 0.03%
7,374
+4,131
502
$773K 0.03%
4,944
-5,321
503
$770K 0.03%
13,461
+7,421
504
$768K 0.03%
19,554
+9,071
505
$766K 0.03%
13,570
+5,667
506
$764K 0.03%
12,959
-405,156
507
$762K 0.03%
+57,797
508
$756K 0.03%
9,631
-310,344
509
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15,288
+4,600
510
$748K 0.03%
3,167
+21
511
$748K 0.03%
2,617
+133
512
$746K 0.03%
8,155
+1,443
513
$744K 0.03%
16,927
-1,078
514
$743K 0.03%
15,095
+2,350
515
$741K 0.03%
17,674
+227
516
$741K 0.03%
1,684
+292
517
$741K 0.03%
+16,154
518
$737K 0.03%
6,610
-136
519
$737K 0.03%
13,352
+473
520
$733K 0.03%
6,493
+821
521
$732K 0.03%
8,702
+1,625
522
$730K 0.03%
33,101
+2,604
523
$729K 0.03%
42,933
-3,195
524
$725K 0.03%
21,309
+734
525
$724K 0.03%
17,014
+2,590
19 20
21
22 23