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
$595M
AUM Growth
-$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.75M
3
+$2.12M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2M
5
IAU icon
iShares Gold Trust
IAU
+$1.88M

Top Sells

1
+$12.4M
2
+$5.24M
3
+$5.22M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.1M
5
VIS icon
Vanguard Industrials ETF
VIS
+$4.93M

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 7.31%
3 Financials 6.45%
4 Healthcare 6.16%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$567K 0.1%
5,260
-10,180
227
$565K 0.09%
16,626
+600
228
$565K 0.09%
6,335
+515
229
$563K 0.09%
3,097
+560
230
$557K 0.09%
6,370
-2,466
231
$556K 0.09%
26,223
-1,324
232
$550K 0.09%
+7,570
233
$550K 0.09%
10,518
+3,227
234
$550K 0.09%
3,250
-154
235
$548K 0.09%
13,353
-6,668
236
$545K 0.09%
40,090
+250
237
$538K 0.09%
17,551
+6,462
238
$533K 0.09%
+18,909
239
$530K 0.09%
13,194
+4,860
240
$529K 0.09%
5,118
+619
241
$515K 0.09%
3,108
-1,849
242
$513K 0.09%
8,325
-150
243
$512K 0.09%
6,725
+296
244
$509K 0.09%
7,685
+233
245
$506K 0.08%
14,858
+2,654
246
$502K 0.08%
9,682
247
$500K 0.08%
5,476
-1,252
248
$489K 0.08%
261
+4
249
$488K 0.08%
8,743
+2,602
250
$488K 0.08%
45,223
8 9
10
11 12