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
351
$261K 0.04%
1,250
352
$259K 0.04%
2,830
+403
353
$259K 0.04%
8,250
+866
354
$258K 0.04%
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+468
355
$258K 0.04%
3,642
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356
$255K 0.04%
18,820
-60
357
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6,063
-15,788
358
$249K 0.04%
7,800
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359
$246K 0.04%
3,275
-2,187
360
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-300
361
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1,478
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362
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+4,072
363
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+4,227
364
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4,140
+166
365
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366
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367
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368
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11,250
369
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2,204
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370
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371
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+1,121
372
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1,647
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373
$224K 0.04%
2,235
374
$223K 0.04%
+2,309
375
$222K 0.04%
+2,007
13 14
15
16 17