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
201
$3.1M 0.11%
78,175
+30,396
202
$3.05M 0.11%
25,488
+5,553
203
$3.05M 0.11%
29,430
-1,298
204
$3.04M 0.11%
29,553
-12,401
205
$3.03M 0.11%
97,852
+83,927
206
$3.03M 0.11%
74,080
+14,507
207
$2.97M 0.11%
64,991
+5,594
208
$2.95M 0.11%
14,152
+6,024
209
$2.94M 0.11%
44,096
+6,700
210
$2.94M 0.11%
19,710
-5,204
211
$2.93M 0.11%
16,589
+1,346
212
$2.92M 0.11%
33,126
+3,511
213
$2.92M 0.1%
86,949
+42,813
214
$2.91M 0.1%
19,206
+3,361
215
$2.88M 0.1%
116,724
+104,598
216
$2.86M 0.1%
44,059
-40,392
217
$2.81M 0.1%
56,344
+37,856
218
$2.78M 0.1%
40,256
-42,354
219
$2.76M 0.1%
42,935
+24,184
220
$2.75M 0.1%
55,687
+3,924
221
$2.75M 0.1%
66,650
+43,027
222
$2.73M 0.1%
70,564
+6,867
223
$2.72M 0.1%
66,135
-1,746
224
$2.71M 0.1%
+52,420
225
$2.7M 0.1%
+75,775
7 8
9
10 11