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
$1.38B
AUM Growth
+$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$7.59M
3
+$7.37M
4
AAPL icon
Apple
AAPL
+$7.15M
5
AMZN icon
Amazon
AMZN
+$7.04M

Top Sells

1
+$23.4M
2
+$5.75M
3
+$3.9M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.51M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$2.8M

Sector Composition

1 Technology 14.79%
2 Consumer Discretionary 9.04%
3 Healthcare 7.49%
4 Financials 7.05%
5 Communication Services 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.3M 0.09%
36,399
+20,564
227
$1.29M 0.09%
10,752
+1,292
228
$1.28M 0.09%
8,775
-1,318
229
$1.26M 0.09%
8,508
+1,219
230
$1.26M 0.09%
7,598
+4,758
231
$1.24M 0.09%
3,323
+48
232
$1.23M 0.09%
18,740
-790
233
$1.23M 0.09%
55,448
-64
234
$1.23M 0.09%
3,640
+1,377
235
$1.23M 0.09%
16,848
+1,773
236
$1.23M 0.09%
43,660
+7,045
237
$1.23M 0.09%
25,980
+12,000
238
$1.21M 0.09%
6,061
+1,078
239
$1.19M 0.09%
10,841
+1,387
240
$1.19M 0.09%
21,145
-1,022
241
$1.19M 0.09%
+40,681
242
$1.17M 0.09%
10,770
+4,377
243
$1.17M 0.08%
51,444
-519
244
$1.17M 0.08%
28,669
-1,400
245
$1.16M 0.08%
5,379
-1,690
246
$1.16M 0.08%
20,459
+12,339
247
$1.15M 0.08%
+3,316
248
$1.14M 0.08%
11,769
+5,644
249
$1.14M 0.08%
156,585
-107,008
250
$1.13M 0.08%
6,233
+1,119
8 9
10
11 12