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
676
$410K 0.01%
2,278
-1,013
677
$408K 0.01%
40,149
+22,000
678
$407K 0.01%
15,218
+5,199
679
$407K 0.01%
+2,090
680
$405K 0.01%
7,924
+564
681
$404K 0.01%
3,360
-280
682
$403K 0.01%
10,830
-97
683
$401K 0.01%
10,717
-2,000
684
$399K 0.01%
23,858
+920
685
$399K 0.01%
1,620
+36
686
$394K 0.01%
89,160
+2,126
687
$393K 0.01%
18,320
688
$391K 0.01%
+47,631
689
$391K 0.01%
44,500
-90
690
$389K 0.01%
9,335
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691
$385K 0.01%
886
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$383K 0.01%
4,552
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693
$381K 0.01%
1,877
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694
$377K 0.01%
24,849
+11,108
695
$376K 0.01%
6,779
+2,783
696
$374K 0.01%
+4,642
697
$373K 0.01%
2,943
+983
698
$369K 0.01%
3,268
-11
699
$369K 0.01%
3,046
+293
700
$366K 0.01%
7,180
+31
26 27
28
29 30