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
551
$653K 0.02%
+15,802
552
$648K 0.02%
16,040
-41,191
553
$645K 0.02%
130,857
-4,257
554
$639K 0.02%
9,676
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555
$636K 0.02%
18,000
556
$636K 0.02%
12,869
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557
$635K 0.02%
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558
$630K 0.02%
36,868
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559
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560
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561
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15,646
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29,772
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563
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13,881
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564
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8,550
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565
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568
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10,486
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570
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27,922
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571
$590K 0.02%
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20,005
-1,642
573
$588K 0.02%
12,465
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574
$583K 0.02%
+6,330
575
$582K 0.02%
10,192
+2,942
21 22
23
24 25