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
376
$221K 0.04%
1,916
-801
377
$220K 0.04%
6,098
-977
378
$218K 0.04%
6,254
-910
379
$217K 0.04%
3,532
-12,490
380
$215K 0.04%
1,829
+120
381
$215K 0.04%
+1,407
382
$215K 0.04%
12,309
+687
383
$211K 0.04%
1,057
-269
384
$211K 0.04%
+1,707
385
$210K 0.04%
+925
386
$207K 0.03%
12,330
-4,845
387
$207K 0.03%
7,000
388
$207K 0.03%
1,599
389
$206K 0.03%
1,378
-3,715
390
$205K 0.03%
636
-339
391
$204K 0.03%
+2,786
392
$202K 0.03%
3,572
-1,348
393
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+2,179
394
$201K 0.03%
+4,168
395
$191K 0.03%
+9,167
396
$189K 0.03%
15,589
+3,878
397
$173K 0.03%
+5,708
398
$158K 0.03%
+11,234
399
$100K 0.02%
30,176
+14,701
400
$85K 0.01%
10,649
14 15
16
17 18