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
1001
– –
-28,677
1002
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-11,763
1003
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-17,500
1004
– –
-1,159
1005
– –
-24,402
1006
– –
-10,424
1007
– –
-16,469
1008
– –
-9,008
1009
– –
-3,225
1010
– –
-27,359
1011
– –
-48,158
1012
– –
-8,085
1013
– –
-1,089
1014
– –
-10,452
1015
– –
-7,267
1016
– –
-12,171
1017
– –
-9,127
1018
– –
-6,150
1019
– –
0
1020
– –
-7,406
1021
– –
0
1022
– –
-4,776
1023
– –
-8,405
1024
– –
-7,952
1025
– –
-10,000
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