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
$595M
AUM Growth
-$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.75M
3
+$2.12M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2M
5
IAU icon
iShares Gold Trust
IAU
+$1.88M

Top Sells

1
+$12.4M
2
+$5.24M
3
+$5.22M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.1M
5
VIS icon
Vanguard Industrials ETF
VIS
+$4.93M

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 7.31%
3 Financials 6.45%
4 Healthcare 6.16%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.74M 0.79%
38,048
-1,049
27
$4.68M 0.79%
127,372
-16,723
28
$4.61M 0.77%
203,511
-76
29
$4.51M 0.76%
54,806
+756
30
$4.36M 0.73%
51,890
+155
31
$4.34M 0.73%
417,608
-1,193,136
32
$4.34M 0.73%
188,561
-11,981
33
$4.3M 0.72%
38,145
+441
34
$4.29M 0.72%
158,997
+69,670
35
$4.08M 0.68%
41,852
+380
36
$4M 0.67%
11,005
+674
37
$4M 0.67%
34,719
+1,794
38
$3.84M 0.65%
93,530
+2,059
39
$3.83M 0.64%
50,525
+324
40
$3.82M 0.64%
60,018
-435
41
$3.78M 0.63%
45,307
-1,777
42
$3.73M 0.63%
7,938
-38
43
$3.71M 0.62%
21,409
-3,672
44
$3.63M 0.61%
27,281
-4,896
45
$3.59M 0.6%
73,009
+7,176
46
$3.52M 0.59%
30,719
+542
47
$3.5M 0.59%
26,878
+142
48
$3.49M 0.59%
11,830
+3,780
49
$3.48M 0.58%
64,240
+20,180
50
$3.4M 0.57%
123,786
+21,918
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