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
676
$410K 0.01%
2,278
-1,013
677
$408K 0.01%
40,149
+22,000
678
$407K 0.01%
15,218
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679
$407K 0.01%
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680
$405K 0.01%
7,924
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681
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3,360
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$403K 0.01%
10,830
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683
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684
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23,858
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685
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1,620
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686
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687
$393K 0.01%
18,320
688
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689
$391K 0.01%
44,500
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$376K 0.01%
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2,943
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$369K 0.01%
3,268
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699
$369K 0.01%
3,046
+293
700
$366K 0.01%
7,180
+31
26 27
28
29 30