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
376
$283K 0.04%
+2,708
377
$281K 0.04%
10,463
+991
378
$280K 0.04%
+1,056
379
$278K 0.03%
4,372
+740
380
$276K 0.03%
4,100
381
$272K 0.03%
+18,350
382
$271K 0.03%
6,585
+1,232
383
$270K 0.03%
12,802
+37
384
$268K 0.03%
1,100
385
$267K 0.03%
2,948
386
$265K 0.03%
+2,149
387
$265K 0.03%
+4,838
388
$265K 0.03%
+7,062
389
$265K 0.03%
8,277
+747
390
$263K 0.03%
+4,050
391
$262K 0.03%
6,725
+1,900
392
$259K 0.03%
7,800
393
$258K 0.03%
8,813
-70
394
$256K 0.03%
17,450
-16,650
395
$256K 0.03%
1,438
-313
396
$255K 0.03%
1,516
+172
397
$254K 0.03%
2,783
-47
398
$250K 0.03%
+7,965
399
$250K 0.03%
+9,286
400
$248K 0.03%
+9,548
14 15
16
17 18