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
426
$221K 0.03%
+3,815
427
$216K 0.03%
+7,464
428
$216K 0.03%
11,770
+200
429
$215K 0.03%
+1,701
430
$215K 0.03%
+5,088
431
$215K 0.03%
+1,500
432
$215K 0.03%
2,150
433
$214K 0.03%
+9,454
434
$213K 0.03%
2,003
-15
435
$212K 0.03%
1,915
-2,203
436
$211K 0.03%
+4,230
437
$211K 0.03%
+3,280
438
$210K 0.03%
2,320
+1
439
$207K 0.03%
+2,674
440
$204K 0.03%
+4,000
441
$204K 0.03%
+7,534
442
$202K 0.03%
+4,396
443
$202K 0.03%
+1,050
444
$199K 0.02%
+11,271
445
$180K 0.02%
+10,505
446
$177K 0.02%
+10,468
447
$150K 0.02%
+19,586
448
$133K 0.02%
10,649
449
$113K 0.01%
2,670
-908
450
$110K 0.01%
36,476
-2,000
16 17
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