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
176
$3.79M 0.14%
65,352
+8,810
177
$3.77M 0.14%
46,760
+588
178
$3.75M 0.13%
81,552
+45,172
179
$3.73M 0.13%
13,668
+380
180
$3.73M 0.13%
73,225
-17,336
181
$3.66M 0.13%
19,103
+2,563
182
$3.65M 0.13%
23,142
+2,103
183
$3.65M 0.13%
109,969
+6,202
184
$3.56M 0.13%
150,804
+50,295
185
$3.54M 0.13%
253,228
+169,115
186
$3.45M 0.12%
+29,872
187
$3.42M 0.12%
24,144
-743
188
$3.35M 0.12%
103,238
-4,935
189
$3.34M 0.12%
109,837
+17,916
190
$3.33M 0.12%
129,790
+77,041
191
$3.29M 0.12%
97,583
+5,406
192
$3.24M 0.12%
215,571
+5,104
193
$3.19M 0.11%
20,768
+519
194
$3.19M 0.11%
54,940
-873
195
$3.18M 0.11%
68,704
+7,394
196
$3.17M 0.11%
552,971
+471,772
197
$3.16M 0.11%
22,554
+564
198
$3.15M 0.11%
72,645
+2,178
199
$3.14M 0.11%
114,788
-1,814
200
$3.12M 0.11%
52,025
+28,620
6 7
8
9 10