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
926
$13.7K ﹤0.01%
15,000
927
$4.9K ﹤0.01%
22
928
– –
-6,122
929
– –
-10,017
930
– –
-98,674
931
– –
-54,973
932
– –
-19,108
933
– –
-1,101
934
– –
-21,320
935
– –
-7,387
936
– –
-26,266
937
– –
-2,271
938
– –
-142,270
939
– –
-18,395
940
– –
-3,953
941
– –
-1,731
942
– –
-45,652
943
– –
-3,513
944
– –
-31,211
945
– –
-9,280
946
– –
-1,304
947
– –
-21,988
948
– –
-12,726
949
– –
-1,074
950
– –
-83,692
36 37
38
39 40