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
826
$243K 0.01%
3,037
827
$242K 0.01%
+1,674
828
$242K 0.01%
17,906
+2,081
829
$241K 0.01%
8,159
-1,086
830
$240K 0.01%
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831
$240K 0.01%
2,128
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832
$240K 0.01%
940
-30
833
$238K 0.01%
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834
$238K 0.01%
5,860
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835
$236K 0.01%
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836
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837
$232K 0.01%
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838
$231K 0.01%
32,914
-54,048
839
$230K 0.01%
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840
$228K 0.01%
11,546
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841
$228K 0.01%
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842
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844
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845
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846
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847
$223K 0.01%
10,546
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848
$222K 0.01%
1,239
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849
$221K 0.01%
+1,710
850
$220K 0.01%
3,299
-17,481
32 33
34
35 36