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
526
$722K 0.03%
30,626
+16,822
527
$714K 0.03%
7,531
+3,516
528
$706K 0.03%
18,141
+887
529
$703K 0.03%
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530
$702K 0.03%
60,796
-31,666
531
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11,784
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532
$696K 0.03%
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533
$696K 0.03%
15,904
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534
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6,535
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535
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536
$688K 0.02%
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537
$687K 0.02%
+28,303
538
$687K 0.02%
10,071
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539
$687K 0.02%
18,750
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540
$686K 0.02%
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541
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6,647
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544
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19,662
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545
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546
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18,472
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547
$669K 0.02%
4,765
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548
$667K 0.02%
52,048
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549
$665K 0.02%
22,806
-1,580
550
$653K 0.02%
794
+108
20 21
22
23 24