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
326
$391K 0.05%
23,420
327
$389K 0.05%
41,848
-41,046
328
$388K 0.05%
+31,239
329
$387K 0.05%
+2,888
330
$386K 0.05%
20,007
-4,248
331
$381K 0.05%
+20,447
332
$381K 0.05%
+2,139
333
$381K 0.05%
4,855
+875
334
$378K 0.05%
2,878
-719
335
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2,801
+59
336
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6,352
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337
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3,768
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338
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6,583
+1,107
339
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340
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341
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343
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344
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345
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3,023
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346
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-275
347
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5,020
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348
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+7,551
349
$340K 0.04%
6,690
+632
350
$339K 0.04%
2,810
+90
12 13
14
15 16