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 14.77%
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
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