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
626
$216K 0.02%
+5,787
627
$215K 0.02%
+1,459
628
$215K 0.02%
26,353
-41,449
629
$215K 0.02%
+9,027
630
$215K 0.02%
+5,880
631
$214K 0.02%
+2,876
632
$214K 0.02%
+4,930
633
$214K 0.02%
8,576
-27,797
634
$213K 0.02%
642
-652
635
$213K 0.02%
+1,853
636
$213K 0.02%
+1,672
637
$213K 0.02%
25,787
-77,818
638
$212K 0.02%
6,634
-3,555
639
$212K 0.02%
+8,913
640
$212K 0.02%
+6,038
641
$209K 0.02%
2,401
+1
642
$209K 0.02%
+2,673
643
$209K 0.02%
+3,275
644
$209K 0.02%
7,545
-2,363
645
$208K 0.02%
+846
646
$207K 0.02%
+1,519
647
$205K 0.01%
+8,047
648
$205K 0.01%
+653
649
$205K 0.01%
47,966
+28,566
650
$205K 0.01%
+2,668
24 25
26
27 28