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
601
$539K 0.02%
9,106
+2,031
602
$533K 0.02%
4,048
+1,552
603
$531K 0.02%
1
604
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605
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606
$524K 0.02%
8,479
+144
607
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608
$521K 0.02%
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609
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610
$517K 0.02%
33,633
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611
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3,692
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612
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26,255
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614
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15,762
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615
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616
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620
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26,242
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622
$492K 0.02%
4,911
-8,094
623
$487K 0.02%
3,370
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624
$480K 0.02%
+8,769
625
$478K 0.02%
1,035
23 24
25
26 27