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
$493M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.41M
3
+$1.69M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.66M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.65M

Top Sells

1
+$3.27M
2
+$2.36M
3
+$1.14M
4
GLD icon
SPDR Gold Trust
GLD
+$1.07M
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$982K

Sector Composition

1 Technology 9.14%
2 Healthcare 6.72%
3 Financials 6.7%
4 Industrials 6.49%
5 Consumer Discretionary 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.11M 0.83%
162,089
+43,809
27
$4.07M 0.83%
43,060
+868
28
$3.94M 0.8%
53,468
29
$3.75M 0.76%
26,510
+3,979
30
$3.71M 0.75%
54,850
+1,795
31
$3.67M 0.74%
7,793
+315
32
$3.56M 0.72%
48,546
+58
33
$3.46M 0.7%
30,930
+999
34
$3.41M 0.69%
31,818
+149
35
$3.4M 0.69%
34,592
+2,758
36
$3.39M 0.69%
53,407
-1,885
37
$3.25M 0.66%
50,000
-3,362
38
$3.19M 0.65%
34,522
+507
39
$3.19M 0.65%
65,733
40
$3.15M 0.64%
9,116
-286
41
$3.13M 0.64%
11,731
+822
42
$3.13M 0.63%
74,769
+6,007
43
$3.08M 0.62%
46,116
-200
44
$3.06M 0.62%
49,849
45
$3.03M 0.62%
19,146
+1,872
46
$2.97M 0.6%
26,643
+3,955
47
$2.95M 0.6%
48,860
+4,480
48
$2.88M 0.58%
72,860
+110
49
$2.79M 0.57%
13,055
+1,741
50
$2.79M 0.57%
25,193
+3,433
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