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
876
$208K 0.01%
+4,073
877
$206K 0.01%
4,650
+58
878
$206K 0.01%
8,545
879
$205K 0.01%
+7,491
880
$205K 0.01%
+9,655
881
$205K 0.01%
6,735
-65
882
$205K 0.01%
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883
$204K 0.01%
4,060
-42,109
884
$204K 0.01%
26,610
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$203K 0.01%
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886
$201K 0.01%
6,097
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19,245
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888
$198K 0.01%
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889
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890
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891
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12,525
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897
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18,929
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20,705
-68,116
899
$163K 0.01%
10,437
-42
900
$152K 0.01%
12,736
+1,740
34 35
36
37 38