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
26
$9.46M 0.69%
325,034
-21,502
27
$9.34M 0.68%
40,639
-1,452
28
$9.3M 0.67%
86,906
+1,249
29
$8.94M 0.65%
82,032
+9,447
30
$8.64M 0.63%
17,285
+2,335
31
$8.35M 0.6%
59,036
+11,199
32
$8.32M 0.6%
22,096
+2,015
33
$8.06M 0.58%
54,337
+3,355
34
$8M 0.58%
40,627
+10,007
35
$8M 0.58%
44,146
+781
36
$7.73M 0.56%
172,805
-7,768
37
$7.14M 0.52%
48,326
+1,016
38
$6.67M 0.48%
120,624
-1,744
39
$6.56M 0.47%
9,088
-329
40
$6.54M 0.47%
124,731
+25,447
41
$6.48M 0.47%
39,464
+1,846
42
$6.31M 0.46%
186,919
+470
43
$6.26M 0.45%
90,254
-2,344
44
$6.24M 0.45%
112,436
-2,781
45
$6.14M 0.44%
178,585
+1,201
46
$6.04M 0.44%
17,028
-203
47
$6M 0.43%
37,398
+1,504
48
$5.94M 0.43%
25,236
+6,321
49
$5.88M 0.43%
450,160
+189,040
50
$5.88M 0.43%
90,824
+232
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