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
301
$351K 0.06%
4,018
-584
302
$342K 0.06%
4,190
+1,565
303
$338K 0.06%
13,221
-19,847
304
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6,111
-20,060
305
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25,070
-100
306
$332K 0.06%
8,257
-245
307
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308
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8,808
-1,470
309
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-12
310
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311
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312
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313
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1,551
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314
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2,425
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315
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316
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322
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318
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1,100
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319
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320
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3,898
-2,892
321
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+2,043
322
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4,492
-10,380
323
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1,798
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324
$295K 0.05%
731
-24
325
$292K 0.05%
2,892
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11 12
13
14 15