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
401
$248K 0.03%
+2,151
402
$248K 0.03%
+5,886
403
$248K 0.03%
1,079
+109
404
$245K 0.03%
1,593
-369
405
$244K 0.03%
+1,139
406
$244K 0.03%
18,514
-455
407
$243K 0.03%
5,695
-418
408
$243K 0.03%
+3,525
409
$242K 0.03%
+1,426
410
$240K 0.03%
2,004
411
$240K 0.03%
5,016
+183
412
$239K 0.03%
+2,476
413
$239K 0.03%
+5,555
414
$238K 0.03%
+3,572
415
$237K 0.03%
+2,301
416
$235K 0.03%
3,161
-23
417
$235K 0.03%
5,020
-13,582
418
$233K 0.03%
+5,963
419
$230K 0.03%
4,071
-339
420
$228K 0.03%
15,879
+190
421
$228K 0.03%
+2,275
422
$226K 0.03%
12,780
+450
423
$226K 0.03%
+21,085
424
$225K 0.03%
7,743
-501
425
$224K 0.03%
8,480
+30
15 16
17
18 19