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
251
$394K 0.08%
+5,777
252
$390K 0.08%
13,428
+1,375
253
$389K 0.08%
+7,064
254
$386K 0.08%
1,459
-1,683
255
$386K 0.08%
9,001
-1,364
256
$380K 0.08%
5,186
257
$380K 0.08%
8,074
-6,984
258
$379K 0.08%
5,285
+126
259
$377K 0.08%
7,582
+135
260
$375K 0.08%
6,047
+1,470
261
$373K 0.08%
7,232
+1,891
262
$369K 0.07%
3,022
-150
263
$367K 0.07%
12,249
264
$361K 0.07%
+7,303
265
$356K 0.07%
7,584
+653
266
$356K 0.07%
3,348
+38
267
$356K 0.07%
+8,295
268
$353K 0.07%
13,094
+1,586
269
$352K 0.07%
4,430
+2
270
$351K 0.07%
3,985
-2,662
271
$350K 0.07%
6,556
+2,910
272
$350K 0.07%
5,860
+300
273
$348K 0.07%
1,188
+27
274
$348K 0.07%
+2,983
275
$347K 0.07%
+3,134
9 10
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