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
251
$1.13M 0.08%
49,564
-54
252
$1.13M 0.08%
3,535
+2,361
253
$1.12M 0.08%
30,334
+18,074
254
$1.1M 0.08%
14,683
-148
255
$1.1M 0.08%
18,770
+2,969
256
$1.08M 0.08%
9,056
+1,088
257
$1.08M 0.08%
6,704
+621
258
$1.08M 0.08%
59,840
+348
259
$1.08M 0.08%
8,281
+1,357
260
$1.07M 0.08%
+29,987
261
$1.06M 0.08%
25,119
+1,984
262
$1.06M 0.08%
+20,689
263
$1.05M 0.08%
31,359
+5,102
264
$1.05M 0.08%
16,941
-1,039
265
$1.05M 0.08%
21,107
-3,542
266
$1.04M 0.08%
9,023
+1,304
267
$1.04M 0.08%
84,927
+3,403
268
$1.04M 0.08%
+20,566
269
$1.03M 0.07%
40,482
270
$1.03M 0.07%
29,441
-1,000
271
$1.02M 0.07%
16,010
-1,182
272
$1M 0.07%
+11,643
273
$1M 0.07%
31,009
-1,896
274
$1M 0.07%
43,639
+7,202
275
$999K 0.07%
37,811
+7,672
9 10
11
12 13