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
351
$734K 0.05%
4,179
-412
352
$731K 0.05%
10,128
+2,584
353
$730K 0.05%
+26,911
354
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355
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69,993
-8,874
356
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29,396
+13,038
357
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11,372
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358
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359
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8,828
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360
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361
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362
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25,992
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363
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364
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365
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34,314
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366
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368
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12,222
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369
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370
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371
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372
$679K 0.05%
+2,366
373
$672K 0.05%
22,600
+4,577
374
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301
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375
$663K 0.05%
6,136
+2,370
13 14
15
16 17