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
326
$291K 0.05%
1,888
+51
327
$288K 0.05%
15,350
+2,750
328
$285K 0.05%
4,982
-5,110
329
$284K 0.05%
5,416
-47
330
$284K 0.05%
13,030
-1,320
331
$284K 0.05%
1,696
-677
332
$283K 0.05%
9,430
-900
333
$283K 0.05%
3,563
-1,243
334
$282K 0.05%
+3,947
335
$282K 0.05%
11,570
336
$281K 0.05%
7,070
-68
337
$281K 0.05%
2,527
-2,990
338
$280K 0.05%
2,321
+511
339
$279K 0.05%
+5,676
340
$278K 0.05%
11,245
341
$278K 0.05%
5,205
-618
342
$276K 0.05%
3,309
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343
$269K 0.05%
5,371
344
$268K 0.05%
4,901
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345
$267K 0.04%
3,348
-9,134
346
$264K 0.04%
8,595
347
$264K 0.04%
2,913
-1,337
348
$263K 0.04%
1,525
+259
349
$263K 0.04%
11,824
-3,780
350
$263K 0.04%
19,551
-1,536
12 13
14
15 16