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
151
$4.4M 0.16%
56,135
+3,173
152
$4.4M 0.16%
49,449
+2,600
153
$4.37M 0.16%
44,343
+10,440
154
$4.36M 0.16%
239,976
+62,140
155
$4.3M 0.15%
19,566
+194
156
$4.29M 0.15%
120,676
+3,591
157
$4.28M 0.15%
109,129
+51,175
158
$4.26M 0.15%
134,785
+64,241
159
$4.2M 0.15%
263,015
+4,006
160
$4.2M 0.15%
57,304
+14,152
161
$4.14M 0.15%
160,432
+11,462
162
$4.12M 0.15%
99,233
+18,653
163
$4.08M 0.15%
80,713
+19,415
164
$4.07M 0.15%
166,298
+25,784
165
$4.06M 0.15%
9,229
-1,974
166
$4.06M 0.15%
9,780
+118
167
$4.04M 0.15%
76,869
+16,044
168
$3.98M 0.14%
+72,081
169
$3.95M 0.14%
18,542
+168
170
$3.95M 0.14%
156,003
-119,443
171
$3.93M 0.14%
14,783
+2,982
172
$3.89M 0.14%
+57,443
173
$3.87M 0.14%
14,153
-88
174
$3.85M 0.14%
76,539
+21,004
175
$3.83M 0.14%
76,126
+30,147
5 6
7
8 9