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 14.79%
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
in Stake 		Capital Flow
51
$5.68M 0.41%
48,515
+600
52
$5.67M 0.41%
60,886
-2,820
53
$5.61M 0.41%
41,047
+6,646
54
$5.56M 0.4%
255,829
+16,860
55
$5.41M 0.39%
92,082
+18,954
56
$5.23M 0.38%
24,359
+930
57
$5.22M 0.38%
47,411
+2,463
58
$5.1M 0.37%
33,450
+9,106
59
$5.08M 0.37%
18,573
-49
60
$5.06M 0.37%
139,560
-18,060
61
$5M 0.36%
23,493
+1,372
62
$4.99M 0.36%
98,589
-2,434
63
$4.79M 0.35%
54,720
+23,440
64
$4.79M 0.35%
34,388
+542
65
$4.78M 0.35%
56,580
+27,464
66
$4.72M 0.34%
24,092
+5,024
67
$4.67M 0.34%
43,553
+4,843
68
$4.64M 0.34%
53,660
-11
69
$4.63M 0.34%
29,070
-879
70
$4.61M 0.33%
59,065
+1,971
71
$4.52M 0.33%
25,656
+1,334
72
$4.42M 0.32%
12,876
+4,718
73
$4.35M 0.32%
57,011
-7,380
74
$4.29M 0.31%
25,498
+5,922
75
$4.22M 0.31%
47,878
+22,793
1 2
3
4 5