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
726
$328K 0.01%
6,567
-1,383
727
$328K 0.01%
16,470
728
$325K 0.01%
4,575
+13
729
$323K 0.01%
2,982
+140
730
$322K 0.01%
4,180
-36
731
$322K 0.01%
8,480
-505
732
$320K 0.01%
4,225
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733
$318K 0.01%
3,969
-15,953
734
$317K 0.01%
4,981
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735
$314K 0.01%
+5,075
736
$310K 0.01%
3,383
-13
737
$305K 0.01%
28,113
-3,608
738
$305K 0.01%
21,300
-1,300
739
$301K 0.01%
9,257
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740
$301K 0.01%
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743
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744
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745
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118
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746
$298K 0.01%
9,080
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747
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+5,813
748
$298K 0.01%
6,226
+567
749
$296K 0.01%
8,831
750
$294K 0.01%
4,621
+849
28 29
30
31 32