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
276
$397K 0.07%
2,635
+411
277
$396K 0.07%
13,180
-1,380
278
$394K 0.07%
7,378
279
$391K 0.07%
9,012
-716
280
$389K 0.07%
4,225
+3
281
$386K 0.06%
2,090
+242
282
$381K 0.06%
5,300
283
$376K 0.06%
8,293
+1,221
284
$373K 0.06%
22,823
+3,686
285
$372K 0.06%
3,212
-82
286
$371K 0.06%
2,839
-4,740
287
$369K 0.06%
2,275
+202
288
$369K 0.06%
5,585
-12,163
289
$368K 0.06%
7,385
290
$366K 0.06%
5,494
-44,276
291
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8,495
-1,375
292
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3,492
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293
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+3,076
294
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7,270
-6,419
295
$358K 0.06%
+10,489
296
$357K 0.06%
12,359
+1,940
297
$357K 0.06%
+6,540
298
$356K 0.06%
11,579
+4,376
299
$355K 0.06%
2,252
-386
300
$351K 0.06%
3,214
-4,290
10 11
12
13 14