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
801
$261K 0.01%
6,131
+1,439
802
$261K 0.01%
2,867
-311
803
$261K 0.01%
14,669
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$260K 0.01%
1,783
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805
$259K 0.01%
11,504
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806
$258K 0.01%
3,791
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807
$255K 0.01%
5,522
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808
$255K 0.01%
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809
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-31
810
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811
$254K 0.01%
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3,050
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813
$251K 0.01%
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$250K 0.01%
3,013
815
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543
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3,863
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2,436
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$244K 0.01%
4,310
-46
823
$243K 0.01%
32,006
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$243K 0.01%
9,106
-7,840
825
$243K 0.01%
9,250
31 32
33
34 35