KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$1.05M
3
+$983K
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$948K
5
IQDF icon
FlexShares International Quality Dividend Index Fund
IQDF
+$940K

Top Sells

1
+$2.75M
2
+$891K
3
+$856K
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$693K
5
CVX icon
Chevron
CVX
+$598K

Sector Composition

1 Financials 6.25%
2 Technology 4.65%
3 Healthcare 4.41%
4 Communication Services 4.2%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.84%
46,307
+11,221
27
$1.88M 0.83%
8,151
-111
28
$1.86M 0.82%
12,686
+2,489
29
$1.84M 0.81%
10,037
-1,317
30
$1.81M 0.79%
58,308
+14,144
31
$1.8M 0.79%
23,366
-2,350
32
$1.74M 0.77%
35,820
+2,600
33
$1.73M 0.76%
21,112
+1,988
34
$1.68M 0.74%
22,557
+1,811
35
$1.61M 0.71%
75,435
+4,075
36
$1.58M 0.7%
11,216
+2,649
37
$1.53M 0.68%
11,926
+4,690
38
$1.53M 0.67%
28,347
+15,116
39
$1.5M 0.66%
16,420
+3,682
40
$1.48M 0.65%
14,075
+538
41
$1.46M 0.64%
55,772
+14,500
42
$1.44M 0.63%
14,458
+18
43
$1.44M 0.63%
13,501
+1,891
44
$1.37M 0.6%
35,211
+6,035
45
$1.36M 0.6%
28,664
+514
46
$1.36M 0.6%
25,834
-2,656
47
$1.29M 0.57%
77,307
-10,941
48
$1.29M 0.57%
29,616
+7,884
49
$1.24M 0.54%
11,052
+277
50
$1.23M 0.54%
12,509
+1,507
1
2
3 4 5