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
451
$489K 0.04%
5,040
-133
452
$487K 0.04%
+3,978
453
$483K 0.04%
49,577
-231
454
$482K 0.03%
17,686
-3,159
455
$471K 0.03%
9,296
456
$467K 0.03%
7,558
+305
457
$466K 0.03%
16,538
-3,879
458
$465K 0.03%
2,461
-318
459
$461K 0.03%
17,841
+31
460
$461K 0.03%
2,190
-1,104
461
$460K 0.03%
5,023
+264
462
$459K 0.03%
9,987
-987
463
$457K 0.03%
+9,874
464
$453K 0.03%
7,707
-438
465
$453K 0.03%
11,781
466
$453K 0.03%
29,452
467
$449K 0.03%
3,175
+919
468
$448K 0.03%
13,586
-8,314
469
$446K 0.03%
3,296
+486
470
$444K 0.03%
2,750
-4,052
471
$442K 0.03%
6,604
+56
472
$442K 0.03%
7,470
-3,174
473
$441K 0.03%
10,556
-118
474
$440K 0.03%
1,304
-490
475
$434K 0.03%
7,416
+499
17 18
19
20 21