KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$1.05M
3
+$983K
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$948K
5
IQDF icon
FlexShares International Quality Dividend Index Fund
IQDF
+$940K

Top Sells

1
+$2.75M
2
+$891K
3
+$856K
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$693K
5
CVX icon
Chevron
CVX
+$598K

Sector Composition

1 Financials 6.25%
2 Technology 4.65%
3 Healthcare 4.41%
4 Communication Services 4.2%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.54%
48,644
+1,184
52
$1.2M 0.53%
9,598
-146
53
$1.18M 0.52%
32,678
+1,023
54
$1.09M 0.48%
23,576
+17
55
$1.09M 0.48%
108,624
-85,578
56
$1.08M 0.47%
20,431
+8,207
57
$1.07M 0.47%
12,695
+4,801
58
$1.07M 0.47%
29,379
+4,288
59
$1.06M 0.47%
11,251
+5,021
60
$1.05M 0.46%
39,130
+1,754
61
$1.05M 0.46%
7,093
-350
62
$1.05M 0.46%
+18,221
63
$1.03M 0.45%
25,665
-22,236
64
$1.03M 0.45%
8,281
+5,297
65
$1.02M 0.45%
12,501
+130
66
$1.02M 0.45%
7,519
-31
67
$1.01M 0.44%
50,360
-135
68
$974K 0.43%
27,215
+4,110
69
$932K 0.41%
27,071
+5,316
70
$932K 0.41%
59,715
-5,238
71
$930K 0.41%
15,083
72
$909K 0.4%
53,972
+6,940
73
$893K 0.39%
30,001
+2,573
74
$892K 0.39%
+21,467
75
$891K 0.39%
3,505
-287
1 2
3
4 5