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
$797M
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$5.85M
3
+$5.38M
4
MA icon
Mastercard
MA
+$4.86M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$4.84M

Top Sells

1
+$7.82M
2
+$5.83M
3
+$2.51M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.47M
5
IQDF icon
FlexShares International Quality Dividend Index Fund
IQDF
+$2.2M

Sector Composition

1 Technology 13.55%
2 Healthcare 7.24%
3 Financials 7.2%
4 Consumer Discretionary 7.15%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.16M 0.52%
8,278
+292
52
$4.14M 0.52%
17,155
+3,905
53
$4.09M 0.51%
28,284
+6,920
54
$4.08M 0.51%
98,875
+28,675
55
$4.06M 0.51%
31,635
+858
56
$4.06M 0.51%
28,542
+650
57
$4.02M 0.5%
83,860
+52,367
58
$4M 0.5%
40,092
+18,318
59
$3.99M 0.5%
+114,396
60
$3.94M 0.49%
12,184
+980
61
$3.84M 0.48%
50,000
62
$3.76M 0.47%
101,114
+5,481
63
$3.72M 0.47%
126,123
-880
64
$3.71M 0.46%
20,932
+2,262
65
$3.7M 0.46%
15,728
+816
66
$3.68M 0.46%
73,078
-4,014
67
$3.65M 0.46%
81,071
+7,281
68
$3.64M 0.46%
101,023
+16,250
69
$3.63M 0.46%
21,301
+2,602
70
$3.5M 0.44%
85,160
+20,670
71
$3.33M 0.42%
30,388
+2,734
72
$3.25M 0.41%
29,208
+1,275
73
$3.25M 0.41%
26,019
+10,719
74
$3.2M 0.4%
45,853
+18,400
75
$3.15M 0.4%
74,937
+19,578
1 2
3
4 5