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
976
– –
-10,452
977
– –
-7,267
978
– –
-12,171
979
– –
-9,127
980
– –
-6,150
981
– –
0
982
– –
-7,406
983
– –
0
984
– –
-896
985
– –
-4,776
986
– –
-8,405
987
– –
-7,952
988
– –
-10,000
989
– –
-7,256
990
– –
-59,502
991
– –
-30,572
992
– –
-9,390
993
– –
-11,350
994
– –
-46,223
995
– –
-19,789
996
– –
-4,100
997
– –
-11,140
998
– –
-37,988
999
– –
-60,144
1000
– –
-17,539
37 38 39
40
41