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
101
$6.59M 0.24%
86,881
+36,905
102
$6.5M 0.23%
27,032
+505
103
$6.43M 0.23%
194,556
+57,124
104
$6.32M 0.23%
22,306
+315
105
$6.3M 0.23%
66,745
+2,468
106
$6.29M 0.23%
15,379
+572
107
$6.22M 0.22%
39,147
+693
108
$6.16M 0.22%
27,134
+384
109
$5.97M 0.21%
20,865
+3,423
110
$5.92M 0.21%
35,980
+3,906
111
$5.83M 0.21%
280,214
+41,247
112
$5.82M 0.21%
18,963
+11,555
113
$5.81M 0.21%
138,182
+18,376
114
$5.68M 0.2%
113,137
+3,846
115
$5.63M 0.2%
128,827
+57,166
116
$5.62M 0.2%
81,000
+13,550
117
$5.6M 0.2%
168,765
+125,966
118
$5.58M 0.2%
112,723
+29,088
119
$5.48M 0.2%
293,475
+15,480
120
$5.46M 0.2%
12,547
+8,880
121
$5.27M 0.19%
145,580
+117,980
122
$5.24M 0.19%
98,292
-46,497
123
$5.23M 0.19%
37,935
+7,152
124
$5.13M 0.18%
40,847
+6,344
125
$5.11M 0.18%
27,671
+1,037
3 4
5
6 7