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
901
$150K 0.01%
17,968
-2,191
902
$145K 0.01%
15,354
+4,179
903
$141K 0.01%
2,590
904
$140K 0.01%
14,814
905
$139K 0.01%
15,323
906
$130K ﹤0.01%
95,245
+25,245
907
$130K ﹤0.01%
+25,280
908
$130K ﹤0.01%
10,033
909
$121K ﹤0.01%
+11,900
910
$119K ﹤0.01%
11,781
-404
911
$115K ﹤0.01%
11,020
+2
912
$113K ﹤0.01%
14,732
-3,193
913
$111K ﹤0.01%
10,855
914
$96.4K ﹤0.01%
12,190
915
$94.4K ﹤0.01%
+1,304
916
$89.8K ﹤0.01%
+13,104
917
$78.1K ﹤0.01%
+83,991
918
$74.8K ﹤0.01%
1,886
+965
919
$61.8K ﹤0.01%
10,442
920
$61.5K ﹤0.01%
+11,914
921
$61.3K ﹤0.01%
2,458
-257
922
$58.4K ﹤0.01%
12,120
923
$21.3K ﹤0.01%
10,707
-9,293
924
$16.9K ﹤0.01%
11,000
925
$15.9K ﹤0.01%
14,726
-8,775
35 36
37
38 39