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
501
$389K 0.03%
+5,546
502
$388K 0.03%
19,785
-3,275
503
$388K 0.03%
4,420
504
$384K 0.03%
7,682
+1,669
505
$381K 0.03%
2,875
-5
506
$381K 0.03%
1,956
-13
507
$379K 0.03%
5,688
+107
508
$378K 0.03%
19,896
+3,382
509
$376K 0.03%
2,162
+342
510
$374K 0.03%
1,469
-244
511
$373K 0.03%
16,500
+4,758
512
$369K 0.03%
+13,265
513
$364K 0.03%
+1,073
514
$363K 0.03%
16,596
+2,686
515
$362K 0.03%
+3,141
516
$361K 0.03%
+20,322
517
$359K 0.03%
6,625
-14,480
518
$353K 0.03%
+8,182
519
$352K 0.03%
13,524
-5,152
520
$351K 0.03%
5,203
-69
521
$350K 0.03%
15,628
+3,576
522
$348K 0.03%
+1
523
$343K 0.02%
+1,287
524
$343K 0.02%
1,069
-45
525
$343K 0.02%
+1,257
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