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
$493M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.41M
3
+$1.69M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.66M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.65M

Top Sells

1
+$3.27M
2
+$2.36M
3
+$1.14M
4
GLD icon
SPDR Gold Trust
GLD
+$1.07M
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$982K

Sector Composition

1 Technology 9.14%
2 Healthcare 6.72%
3 Financials 6.7%
4 Industrials 6.49%
5 Consumer Discretionary 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.67M 0.54%
24,135
+7,183
52
$2.67M 0.54%
48,297
+3,113
53
$2.66M 0.54%
16,227
+1,576
54
$2.66M 0.54%
16,193
-897
55
$2.65M 0.54%
23,490
+197
56
$2.57M 0.52%
14,582
-16
57
$2.53M 0.51%
16,886
+1,772
58
$2.53M 0.51%
44,526
+1,700
59
$2.44M 0.5%
34,749
+5,029
60
$2.38M 0.48%
22,569
+6,647
61
$2.35M 0.48%
93,548
+3,222
62
$2.28M 0.46%
14,286
+46
63
$2.27M 0.46%
13,568
+37
64
$2.18M 0.44%
5,819
+1,118
65
$2.11M 0.43%
40,796
+3,753
66
$2.06M 0.42%
43,628
+577
67
$2.06M 0.42%
61,025
+4,096
68
$2.04M 0.41%
85,675
-18,125
69
$2.01M 0.41%
23,280
+19,100
70
$1.98M 0.4%
12,194
+941
71
$1.98M 0.4%
103,740
+17,788
72
$1.97M 0.4%
102,300
+10,893
73
$1.94M 0.39%
48,285
+14,020
74
$1.93M 0.39%
17,858
-134
75
$1.92M 0.39%
36,397
+32,072
1 2
3
4 5