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
76
$8.34M 0.3%
53,481
+339
77
$8.12M 0.29%
22,214
+17
78
$8.11M 0.29%
162,560
+59,645
79
$7.83M 0.28%
146,165
+6,447
80
$7.8M 0.28%
15,413
+440
81
$7.67M 0.28%
79,221
+1,830
82
$7.66M 0.28%
278,159
+82,472
83
$7.53M 0.27%
35,447
+589
84
$7.51M 0.27%
83,083
+40,985
85
$7.45M 0.27%
27,375
+3,809
86
$7.43M 0.27%
13,158
-21,400
87
$7.43M 0.27%
24,760
+1,067
88
$7.43M 0.27%
35,759
+1,103
89
$7.37M 0.26%
100,044
+63,341
90
$7.18M 0.26%
205,143
-92,221
91
$7.02M 0.25%
69,292
+64,361
92
$6.97M 0.25%
40,629
+3,654
93
$6.91M 0.25%
146,216
+41,945
94
$6.89M 0.25%
10,652
+49
95
$6.78M 0.24%
66,108
+15,276
96
$6.78M 0.24%
49,689
+10,882
97
$6.69M 0.24%
13,278
-5,605
98
$6.65M 0.24%
106,170
+53,480
99
$6.62M 0.24%
118,338
+5,885
100
$6.6M 0.24%
12,952
-2,973
2 3
4
5 6