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
$1.38B
AUM Growth
+$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$7.59M
3
+$7.37M
4
AAPL icon
Apple
AAPL
+$7.15M
5
AMZN icon
Amazon
AMZN
+$7.04M

Top Sells

1
+$23.4M
2
+$5.75M
3
+$3.9M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.51M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$2.8M

Sector Composition

1 Technology 14.79%
2 Consumer Discretionary 9.04%
3 Healthcare 7.49%
4 Financials 7.05%
5 Communication Services 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$807K 0.06%
+2,455
327
$806K 0.06%
+8,478
328
$800K 0.06%
15,751
+214
329
$798K 0.06%
+14,202
330
$793K 0.06%
46,969
+4,008
331
$793K 0.06%
7,015
+184
332
$793K 0.06%
8,248
-1,486
333
$793K 0.06%
17,007
-3,687
334
$789K 0.06%
12,710
+2,960
335
$785K 0.06%
+6,166
336
$781K 0.06%
25,827
+3,093
337
$774K 0.06%
23,389
+2,489
338
$771K 0.06%
17,871
+12,383
339
$763K 0.06%
3,922
+304
340
$762K 0.06%
13,087
-3,468
341
$755K 0.05%
+31,442
342
$749K 0.05%
3,535
+1,955
343
$747K 0.05%
14,785
-355
344
$744K 0.05%
29,447
+15,118
345
$744K 0.05%
11,866
+2,847
346
$741K 0.05%
21,928
-475
347
$739K 0.05%
+11,103
348
$738K 0.05%
+37,674
349
$736K 0.05%
+29,979
350
$734K 0.05%
+5,391
12 13
14
15 16