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
$493M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.41M
3
+$1.69M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.66M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.65M

Top Sells

1
+$3.27M
2
+$2.36M
3
+$1.14M
4
GLD icon
SPDR Gold Trust
GLD
+$1.07M
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$982K

Sector Composition

1 Technology 9.14%
2 Healthcare 6.72%
3 Financials 6.7%
4 Industrials 6.49%
5 Consumer Discretionary 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$498K 0.1%
3,059
+723
227
$496K 0.1%
8,077
228
$496K 0.1%
18,079
+3,213
229
$495K 0.1%
7,231
230
$489K 0.1%
4,339
-9,538
231
$488K 0.1%
6,229
+151
232
$479K 0.1%
25,098
-2,035
233
$471K 0.1%
6,235
+36
234
$465K 0.09%
2,047
+3
235
$465K 0.09%
6,449
+1,189
236
$450K 0.09%
8,950
+100
237
$450K 0.09%
9,154
+1,116
238
$437K 0.09%
3,021
-1,025
239
$435K 0.09%
6,986
+2,465
240
$431K 0.09%
5,581
-1,983
241
$422K 0.09%
18,116
+1,855
242
$421K 0.09%
5,457
+52
243
$413K 0.08%
2,635
+75
244
$412K 0.08%
16,022
+990
245
$407K 0.08%
12,726
-533
246
$407K 0.08%
20,185
+5,479
247
$406K 0.08%
4,480
-273
248
$400K 0.08%
7,378
249
$399K 0.08%
3,005
+100
250
$397K 0.08%
2,730
+758
8 9
10
11 12