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
676
$132K 0.01%
14,331
-2,700
677
$113K 0.01%
11,663
+321
678
$103K 0.01%
+20,174
679
$92K 0.01%
32,776
-9,000
680
$87K 0.01%
+145
681
$78K 0.01%
2,000
682
$65K ﹤0.01%
+11,240
683
$62K ﹤0.01%
10,106
-2,000
684
$46K ﹤0.01%
+25,000
685
$45K ﹤0.01%
16,012
+3,100
686
$42K ﹤0.01%
+19,000
687
$41K ﹤0.01%
17,040
-1,500
688
$35K ﹤0.01%
+380
689
$34K ﹤0.01%
20,000
690
$21K ﹤0.01%
16,225
-200
691
$18K ﹤0.01%
10,445
692
$9K ﹤0.01%
11,000
693
– –
-3,949
694
– –
-1,565
695
– –
-35,838
696
– –
-10,401
697
– –
0
698
– –
-8
699
– –
-11,102
700
– –
-10,585
26 27
28
29 30