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
$595M
AUM Growth
-$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.75M
3
+$2.12M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2M
5
IAU icon
iShares Gold Trust
IAU
+$1.88M

Top Sells

1
+$12.4M
2
+$5.24M
3
+$5.22M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.1M
5
VIS icon
Vanguard Industrials ETF
VIS
+$4.93M

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 7.31%
3 Financials 6.45%
4 Healthcare 6.16%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.32M 0.56%
105,730
+63,510
52
$3.31M 0.56%
15,964
+1,165
53
$3.24M 0.54%
18,544
-545
54
$3.19M 0.53%
14,083
+457
55
$3.08M 0.52%
83,616
+22,127
56
$3.06M 0.51%
120,876
-48,695
57
$3.06M 0.51%
50,000
58
$2.98M 0.5%
70,603
+1,398
59
$2.85M 0.48%
73,325
-3,260
60
$2.75M 0.46%
53,482
-37,576
61
$2.73M 0.46%
46,789
+15,047
62
$2.71M 0.45%
73,710
-31,460
63
$2.57M 0.43%
15,532
+72
64
$2.46M 0.41%
17,631
-723
65
$2.46M 0.41%
17,079
-10,055
66
$2.43M 0.41%
71,927
-13,416
67
$2.42M 0.41%
25,813
+1,133
68
$2.38M 0.4%
89,896
+948
69
$2.35M 0.4%
20,563
+955
70
$2.35M 0.39%
21,599
+2,187
71
$2.35M 0.39%
36,170
-3,206
72
$2.31M 0.39%
91,168
+7,742
73
$2.23M 0.37%
12,117
+486
74
$2.22M 0.37%
118,536
+12,171
75
$2.2M 0.37%
57,730
+2,137
1 2
3
4 5