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
301
$446K 0.06%
5,259
+1,637
302
$441K 0.06%
22,791
-422
303
$438K 0.05%
4,797
-52
304
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305
$435K 0.05%
20,561
+8,501
306
$432K 0.05%
9,060
+1,100
307
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3,956
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308
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7,378
309
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209
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310
$428K 0.05%
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311
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312
$421K 0.05%
21,812
-188
313
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3,212
314
$419K 0.05%
7,106
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315
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17,340
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316
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12,490
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319
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9,012
320
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321
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3,732
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322
$395K 0.05%
7,120
323
$394K 0.05%
13,460
-100
324
$394K 0.05%
4,865
-188
325
$393K 0.05%
5,300
11 12
13
14 15