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
$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
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