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
276
$995K 0.07%
17,931
-3,042
277
$993K 0.07%
4,780
-120
278
$989K 0.07%
+23,990
279
$983K 0.07%
+8,264
280
$976K 0.07%
17,908
+1,250
281
$974K 0.07%
9,033
-2,039
282
$973K 0.07%
7,707
+5,715
283
$971K 0.07%
+24,384
284
$966K 0.07%
33,250
+19,744
285
$966K 0.07%
8,190
-51
286
$964K 0.07%
7,914
+5,162
287
$957K 0.07%
14,246
+9,449
288
$953K 0.07%
35,350
+5,734
289
$953K 0.07%
6,698
+1,707
290
$953K 0.07%
4,381
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291
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26,551
+1,467
292
$950K 0.07%
101,687
-52,327
293
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15,504
+4,519
294
$946K 0.07%
28,625
+12,104
295
$939K 0.07%
3,490
+115
296
$917K 0.07%
8,053
+608
297
$916K 0.07%
14,851
+7,244
298
$908K 0.07%
21,846
+11,496
299
$904K 0.07%
10,646
+6,566
300
$899K 0.07%
14,342
-2,028
10 11
12
13 14