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
576
$580K 0.02%
6,552
+3,493
577
$579K 0.02%
1,486
+49
578
$576K 0.02%
4,196
+384
579
$576K 0.02%
5,282
-25
580
$571K 0.02%
+22,476
581
$570K 0.02%
+23,349
582
$566K 0.02%
+211,161
583
$566K 0.02%
5,211
+2,630
584
$562K 0.02%
+3,655
585
$562K 0.02%
31,406
+18,278
586
$561K 0.02%
1,139
-3
587
$559K 0.02%
3,823
+1,197
588
$559K 0.02%
12,152
+760
589
$558K 0.02%
22,514
-705
590
$558K 0.02%
16,590
+3,182
591
$558K 0.02%
23,758
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592
$554K 0.02%
6,785
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593
$554K 0.02%
2,765
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594
$552K 0.02%
31,108
-66
595
$552K 0.02%
4,953
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596
$551K 0.02%
2,411
+148
597
$541K 0.02%
12,513
+5,113
598
$540K 0.02%
8,274
+3,429
599
$539K 0.02%
3,098
-354
600
$539K 0.02%
1,055
-134
22 23
24
25 26