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
551
$301K 0.02%
4,245
+15
552
$301K 0.02%
5,669
-598
553
$299K 0.02%
7,475
+116
554
$297K 0.02%
19,524
-5,000
555
$296K 0.02%
+7,911
556
$295K 0.02%
1,329
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557
$295K 0.02%
7,507
+400
558
$292K 0.02%
+4,035
559
$292K 0.02%
12,840
-9,528
560
$290K 0.02%
+8,359
561
$289K 0.02%
5,534
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562
$287K 0.02%
+9,551
563
$287K 0.02%
4,153
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564
$284K 0.02%
12,733
-5,862
565
$284K 0.02%
2,485
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566
$283K 0.02%
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567
$282K 0.02%
+2,850
568
$281K 0.02%
5,555
569
$281K 0.02%
2,978
570
$280K 0.02%
3,109
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571
$279K 0.02%
2,268
-47
572
$277K 0.02%
9,885
573
$274K 0.02%
+3,674
574
$274K 0.02%
+10,700
575
$272K 0.02%
+4,421
21 22
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