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
576
$269K 0.02%
8,281
-38,070
577
$268K 0.02%
9,371
+50
578
$266K 0.02%
5,618
-429
579
$265K 0.02%
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580
$263K 0.02%
1,711
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581
$261K 0.02%
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582
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3,341
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583
$260K 0.02%
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584
$257K 0.02%
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585
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586
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587
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588
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589
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590
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591
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592
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593
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594
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595
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596
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597
$245K 0.02%
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598
$243K 0.02%
+4,281
599
$241K 0.02%
+2,507
600
$241K 0.02%
2,514
+19
22 23
24
25 26