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
401
$613K 0.04%
4,044
-1,973
402
$612K 0.04%
+16,256
403
$609K 0.04%
+29,726
404
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+5,400
405
$603K 0.04%
+15,158
406
$597K 0.04%
21,884
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407
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15,560
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408
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409
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10,368
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410
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8,238
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411
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412
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40,364
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413
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12,186
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414
$585K 0.04%
8,864
415
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416
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417
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14,600
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419
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5,899
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420
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2,354
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421
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6,508
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422
$562K 0.04%
9,644
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423
$559K 0.04%
2,155
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424
$558K 0.04%
2,151
+129
425
$555K 0.04%
6,488
-239
15 16
17
18 19