KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
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
1
$91.6M 3.29%
535,155
-68,805
2
$71.4M 2.57%
2,917,144
+424,950
3
$64M 2.3%
680,046
+165,409
4
$61.2M 2.2%
193,773
+1,750
5
$50.2M 1.8%
533,212
+109,925
6
$48.7M 1.75%
383,235
-4,317
7
$45.7M 1.64%
2,189,763
+353,086
8
$39.8M 1.43%
1,548,484
+194,092
9
$38M 1.37%
874,300
+27,040
10
$35.1M 1.26%
97,942
-12,452
11
$33.6M 1.21%
204,714
+20,727
12
$26.1M 0.94%
457,421
+118,166
13
$25.8M 0.93%
393,172
+387,915
14
$25.8M 0.93%
369,425
+89,221
15
$25.3M 0.91%
196,575
-10,620
16
$25.3M 0.91%
909,332
+831,511
17
$24.3M 0.87%
229,825
+76,714
18
$22.7M 0.82%
42,315
-3,110
19
$21M 0.76%
305,504
-51,496
20
$20.3M 0.73%
88,399
+5,428
21
$20.1M 0.72%
589,690
-129,494
22
$20M 0.72%
124,472
+117,936
23
$19.3M 0.69%
336,900
+47,185
24
$18.9M 0.68%
62,468
+633
25
$18.4M 0.66%
490,641
+449,129
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