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
276
$516K 0.06%
5,865
+71
277
$508K 0.06%
11,765
278
$506K 0.06%
19,368
+5,868
279
$501K 0.06%
+6,917
280
$499K 0.06%
5,211
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281
$499K 0.06%
13,920
+5,667
282
$498K 0.06%
2,268
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283
$496K 0.06%
7,961
-1,014
284
$496K 0.06%
16,558
+7,168
285
$495K 0.06%
2,323
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286
$493K 0.06%
13,594
-133
287
$490K 0.06%
10,039
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288
$489K 0.06%
5,985
-87
289
$484K 0.06%
+8,993
290
$482K 0.06%
5,634
+1,194
291
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7,346
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292
$477K 0.06%
18,199
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293
$473K 0.06%
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294
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7,932
+2,168
295
$470K 0.06%
25,130
-1,445
296
$466K 0.06%
3,122
-48
297
$460K 0.06%
2,327
+756
298
$460K 0.06%
2,780
-213
299
$458K 0.06%
5,366
+692
300
$448K 0.06%
29,841
+1,365
10 11
12
13 14