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
$797M
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$5.85M
3
+$5.38M
4
MA icon
Mastercard
MA
+$4.86M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$4.84M

Top Sells

1
+$7.82M
2
+$5.83M
3
+$2.51M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.47M
5
IQDF icon
FlexShares International Quality Dividend Index Fund
IQDF
+$2.2M

Sector Composition

1 Technology 13.55%
2 Healthcare 7.24%
3 Financials 7.2%
4 Consumer Discretionary 7.15%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$751K 0.09%
8,619
-89,698
227
$740K 0.09%
7,304
+19
228
$736K 0.09%
22,740
-36,630
229
$730K 0.09%
+21,339
230
$725K 0.09%
13,156
+2,133
231
$722K 0.09%
5,760
-90
232
$715K 0.09%
23,644
+350
233
$709K 0.09%
9,377
-1
234
$706K 0.09%
12,581
235
$703K 0.09%
9,760
+2,469
236
$701K 0.09%
11,759
+512
237
$687K 0.09%
+9,580
238
$684K 0.09%
8,035
+320
239
$668K 0.08%
12,893
+7,012
240
$668K 0.08%
4,519
+34
241
$661K 0.08%
5,306
-1,874
242
$658K 0.08%
6,943
243
$652K 0.08%
3,985
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244
$639K 0.08%
6,749
+969
245
$638K 0.08%
2,404
+1,065
246
$637K 0.08%
5,573
-740
247
$629K 0.08%
+22,560
248
$615K 0.08%
12,631
+1,176
249
$606K 0.08%
18,076
+9,099
250
$604K 0.08%
6,447
+206
8 9
10
11 12