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
476
$430K 0.03%
2,562
+606
477
$430K 0.03%
7,144
+1,082
478
$426K 0.03%
+16,411
479
$426K 0.03%
8,640
+1,870
480
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+2,135
481
$424K 0.03%
+9,920
482
$423K 0.03%
4,913
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483
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4,530
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484
$419K 0.03%
7,372
-10,700
485
$418K 0.03%
4,159
-2,624
486
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+22,750
487
$407K 0.03%
19,858
-1,975
488
$404K 0.03%
+12,131
489
$401K 0.03%
4,570
-590
490
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10,613
-281
491
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492
$399K 0.03%
24,241
-2,817
493
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+2,001
494
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495
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496
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+8,882
497
$394K 0.03%
6,402
498
$394K 0.03%
+4,974
499
$393K 0.03%
2,313
+1,064
500
$390K 0.03%
+15,435
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