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
351
$334K 0.04%
2,440
-442
352
$328K 0.04%
+1,882
353
$326K 0.04%
8,645
+122
354
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-9,648
355
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14,088
+1,154
356
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+4,729
357
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3,685
358
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359
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11,715
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360
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927
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361
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362
$318K 0.04%
3,313
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363
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364
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9,276
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365
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366
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367
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368
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369
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370
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371
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372
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1,753
+130
373
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+12,983
374
$286K 0.04%
7,187
+235
375
$283K 0.04%
+16,795
13 14
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