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
126
$5.1M 0.18%
65,582
+12,456
127
$5M 0.18%
133,813
+90,092
128
$4.9M 0.18%
50,784
-2,683
129
$4.88M 0.18%
82,685
-21,356
130
$4.87M 0.18%
31,744
-3,822
131
$4.79M 0.17%
229,470
+109,159
132
$4.76M 0.17%
23,392
-13,592
133
$4.76M 0.17%
51,828
+5,071
134
$4.75M 0.17%
60,730
+28,909
135
$4.75M 0.17%
18,626
+3,193
136
$4.74M 0.17%
62,682
-199
137
$4.72M 0.17%
128,775
+24,552
138
$4.69M 0.17%
60,081
-146
139
$4.68M 0.17%
191,146
+4,871
140
$4.67M 0.17%
94,584
+22,137
141
$4.66M 0.17%
117,122
+4,308
142
$4.65M 0.17%
48,606
+4,782
143
$4.6M 0.17%
43,906
+320
144
$4.57M 0.16%
+211,092
145
$4.54M 0.16%
37,772
+4,674
146
$4.51M 0.16%
47,414
+7,016
147
$4.51M 0.16%
5,347
-43
148
$4.5M 0.16%
47,550
+5,038
149
$4.48M 0.16%
50,524
-24,682
150
$4.41M 0.16%
92,416
+70,835
4 5
6
7 8