KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
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
+$25.9M
2
+$23.3M
3
+$19.9M
4
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$17.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$15.9M

Top Sells

1
+$26.1M
2
+$25.5M
3
+$12.6M
4
COST icon
Costco
COST
+$11.8M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$4.79M

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
626
$473K 0.02%
7,446
+397
627
$471K 0.02%
15,157
+6,820
628
$469K 0.02%
4,759
+193
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23,675
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631
$466K 0.02%
9,253
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632
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3,435
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633
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634
$459K 0.02%
+9,970
635
$458K 0.02%
11,046
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$456K 0.02%
360
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637
$456K 0.02%
9,669
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638
$455K 0.02%
6,095
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640
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36,033
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22,320
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14,158
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3,623
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9,245
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648
$446K 0.02%
3,513
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649
$445K 0.02%
5,545
+543
650
$444K 0.02%
9,644
+3,254
24 25
26
27 28