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
$227M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$1.05M
3
+$983K
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$948K
5
IQDF icon
FlexShares International Quality Dividend Index Fund
IQDF
+$940K

Top Sells

1
+$2.75M
2
+$891K
3
+$856K
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$693K
5
CVX icon
Chevron
CVX
+$598K

Sector Composition

1 Financials 6.25%
2 Technology 4.65%
3 Healthcare 4.41%
4 Communication Services 4.2%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$277K 0.12%
+22,370
227
$273K 0.12%
+7,275
228
$271K 0.12%
+875
229
$266K 0.12%
+1,957
230
$263K 0.12%
7,324
+784
231
$260K 0.11%
3,813
+265
232
$251K 0.11%
3,961
-25
233
$249K 0.11%
+10,244
234
$248K 0.11%
+1,699
235
$246K 0.11%
5,991
-375
236
$245K 0.11%
1,395
-300
237
$242K 0.11%
3,894
-231
238
$241K 0.11%
+7,922
239
$239K 0.11%
+762
240
$236K 0.1%
+4,899
241
$235K 0.1%
4,900
-2,220
242
$234K 0.1%
4,782
243
$231K 0.1%
3,683
+2
244
$231K 0.1%
+1,653
245
$231K 0.1%
12,054
+336
246
$230K 0.1%
3,254
+69
247
$222K 0.1%
+6,667
248
$221K 0.1%
+9,928
249
$220K 0.1%
+7,866
250
$220K 0.1%
+2,495
8 9
10
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