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
51
$11.9M 0.43%
123,039
+41,334
52
$11.8M 0.42%
182,548
+63,608
53
$11.8M 0.42%
44,682
+16,819
54
$11.7M 0.42%
128,066
-28,779
55
$11.6M 0.42%
66,492
+5,916
56
$11.6M 0.42%
87,870
+1,625
57
$11.4M 0.41%
73,654
+7,241
58
$10.7M 0.39%
117,622
+5,870
59
$10.6M 0.38%
360,606
+10,800
60
$10.5M 0.38%
254,432
+47,239
61
$10M 0.36%
88,390
+29,430
62
$9.79M 0.35%
408,302
-9,952
63
$9.73M 0.35%
120,137
+68,882
64
$9.72M 0.35%
84,243
+21,075
65
$9.65M 0.35%
66,157
+4,750
66
$9.44M 0.34%
324,935
-18,454
67
$9.41M 0.34%
22,022
+6,681
68
$9.09M 0.33%
205,042
-3,342
69
$9.01M 0.32%
290,695
+47,911
70
$8.92M 0.32%
227,341
+139,997
71
$8.71M 0.31%
104,880
-6,110
72
$8.69M 0.31%
34,739
-4,219
73
$8.69M 0.31%
+355,336
74
$8.64M 0.31%
83,960
+11,814
75
$8.62M 0.31%
77,622
+9,762
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3
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