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
251
$218K 0.1%
4,531
-870
252
$217K 0.1%
+1,556
253
$216K 0.1%
+2,641
254
$216K 0.1%
+5,554
255
$215K 0.09%
+1,440
256
$215K 0.09%
+3,894
257
$213K 0.09%
+3,999
258
$213K 0.09%
14,162
+601
259
$209K 0.09%
1,455
-19,154
260
$205K 0.09%
2,231
-291
261
$204K 0.09%
+17,500
262
$202K 0.09%
+1,363
263
$202K 0.09%
+1,525
264
$189K 0.08%
26,420
-10,425
265
$180K 0.08%
+992
266
$169K 0.07%
11,892
-1,450
267
$165K 0.07%
7,275
+2,025
268
$139K 0.06%
9,925
+1,571
269
$131K 0.06%
+12,587
270
$105K 0.05%
+7,301
271
$82K 0.04%
+17,400
272
$67K 0.03%
50,200
+20,000
273
$26K 0.01%
+660
274
$21K 0.01%
536
-10
275
$16K 0.01%
+19
9 10
11
12 13