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
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-10,427
1002
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-9,272
1003
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1004
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1005
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1006
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1007
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-11,763
1008
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-17,500
1009
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-1,159
1010
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-24,402
1011
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1012
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-16,469
1013
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-9,008
1014
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-3,225
1015
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-27,359
1016
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1017
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1018
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-9,326
1019
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1020
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1021
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1022
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-30,712
1023
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1024
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-16,740
1025
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-19,000
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