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
301
$269K 0.05%
18,784
+700
302
$267K 0.05%
+14,670
303
$265K 0.05%
2,612
+295
304
$264K 0.05%
1,871
-2,127
305
$264K 0.05%
5,664
+1,283
306
$262K 0.05%
+7,395
307
$261K 0.05%
+536
308
$260K 0.05%
12,003
-11,563
309
$254K 0.05%
+3,757
310
$254K 0.05%
+7,029
311
$252K 0.05%
1,482
-2,480
312
$252K 0.05%
+9,296
313
$251K 0.05%
+4,316
314
$251K 0.05%
+7,551
315
$249K 0.05%
2,508
+6
316
$248K 0.05%
+9,873
317
$246K 0.05%
+7,893
318
$244K 0.05%
1,190
-1,004
319
$240K 0.05%
1,328
-1,906
320
$234K 0.05%
+14,200
321
$232K 0.05%
11,250
322
$230K 0.05%
+1,435
323
$228K 0.05%
+2,402
324
$220K 0.04%
8,881
-2,600
325
$220K 0.04%
+2,317
11 12
13
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