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
326
$219K 0.04%
+4,049
327
$218K 0.04%
+3,780
328
$218K 0.04%
+1,685
329
$217K 0.04%
3,064
-55
330
$217K 0.04%
+10,410
331
$211K 0.04%
+948
332
$209K 0.04%
+2,040
333
$209K 0.04%
+2,975
334
$209K 0.04%
4,878
-794
335
$209K 0.04%
+1,947
336
$208K 0.04%
+6,448
337
$206K 0.04%
6,842
-7,250
338
$204K 0.04%
+1,574
339
$203K 0.04%
+2,635
340
$203K 0.04%
2,998
-164
341
$202K 0.04%
+4,101
342
$195K 0.04%
+4,316
343
$165K 0.03%
+18,875
344
$91K 0.02%
16,547
+991
345
$83K 0.02%
+4,367
346
$77K 0.02%
24,468
-7,074
347
$56K 0.01%
+11,741
348
$31K 0.01%
11,445
349
$10K ﹤0.01%
12,000
350
$2K ﹤0.01%
1,000
12 13
14
15 16