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
276
$341K 0.07%
+12,745
277
$337K 0.07%
7,088
278
$329K 0.07%
+14,515
279
$327K 0.07%
10,010
-587
280
$326K 0.07%
+5,826
281
$325K 0.07%
1,944
-1,558
282
$320K 0.06%
2,861
+127
283
$318K 0.06%
8,347
+35
284
$312K 0.06%
3,252
-500
285
$308K 0.06%
+5,400
286
$305K 0.06%
3,047
-1,329
287
$299K 0.06%
9,301
-1,125
288
$299K 0.06%
2,057
+90
289
$296K 0.06%
19,960
-1,500
290
$295K 0.06%
4,971
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291
$290K 0.06%
1,807
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292
$288K 0.06%
11,670
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293
$284K 0.06%
3,746
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294
$283K 0.06%
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295
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7,314
-2,408
296
$280K 0.06%
5,200
-150
297
$279K 0.06%
+2,939
298
$278K 0.06%
+2,179
299
$278K 0.06%
2,572
300
$275K 0.06%
7,886
+1,098
10 11
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