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
851
$220K 0.01%
+11,937
852
$219K 0.01%
+5,469
853
$218K 0.01%
12,627
-2,536
854
$217K 0.01%
+1,560
855
$217K 0.01%
+8,669
856
$216K 0.01%
3,119
+50
857
$216K 0.01%
7,770
858
$216K 0.01%
+7,621
859
$215K 0.01%
+3,085
860
$215K 0.01%
+7,591
861
$213K 0.01%
+2,489
862
$213K 0.01%
3,985
-1,896
863
$213K 0.01%
+2,824
864
$213K 0.01%
+4,830
865
$213K 0.01%
+6,934
866
$213K 0.01%
2,035
-12
867
$212K 0.01%
22,317
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868
$211K 0.01%
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869
$211K 0.01%
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870
$211K 0.01%
+1,665
871
$210K 0.01%
7,586
872
$210K 0.01%
+808
873
$210K 0.01%
8,213
+14
874
$210K 0.01%
2,813
+39
875
$209K 0.01%
+5,602
33 34
35
36 37