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
251
$602K 0.08%
10,824
+352
252
$587K 0.07%
5,886
+769
253
$584K 0.07%
6,294
-239
254
$580K 0.07%
7,604
+2,267
255
$578K 0.07%
2,742
+1,723
256
$575K 0.07%
+2,709
257
$575K 0.07%
4,695
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258
$567K 0.07%
2,913
+1,497
259
$566K 0.07%
3,268
+281
260
$566K 0.07%
+11,228
261
$566K 0.07%
14,240
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262
$564K 0.07%
3,620
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263
$554K 0.07%
+44,260
264
$552K 0.07%
13,706
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265
$552K 0.07%
9,166
+2,043
266
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267
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9,031
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268
$544K 0.07%
9,254
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269
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5,720
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270
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36,975
-1,525
271
$540K 0.07%
25,406
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272
$538K 0.07%
8,453
-1,270
273
$525K 0.07%
18,637
+3,262
274
$521K 0.07%
3,449
+1,322
275
$518K 0.06%
45,223
9 10
11
12 13