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
251
$484K 0.08%
33,116
-34,935
252
$483K 0.08%
6,153
-263
253
$477K 0.08%
11,892
-4,590
254
$469K 0.08%
5,186
255
$464K 0.08%
17,897
+1,628
256
$461K 0.08%
3,148
-476
257
$459K 0.08%
11,765
-1,145
258
$451K 0.08%
4,188
+719
259
$450K 0.08%
4,063
-432
260
$445K 0.07%
4,700
261
$440K 0.07%
4,900
-6,451
262
$437K 0.07%
6,313
+124
263
$435K 0.07%
24,591
-44,748
264
$435K 0.07%
7,135
+355
265
$432K 0.07%
3,745
+1,235
266
$429K 0.07%
3,880
+167
267
$428K 0.07%
6,578
-1,211
268
$427K 0.07%
7,437
-122
269
$420K 0.07%
9,803
+4,105
270
$416K 0.07%
4,729
+584
271
$415K 0.07%
2,652
-2,012
272
$413K 0.07%
7,469
-2,641
273
$412K 0.07%
3,386
-46
274
$405K 0.07%
7,653
-11,657
275
$399K 0.07%
2,389
-25
9 10
11
12 13