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
76
$1.89M 0.38%
24,171
+4,890
77
$1.88M 0.38%
9,079
+185
78
$1.87M 0.38%
18,499
+233
79
$1.86M 0.38%
63,296
-3,258
80
$1.85M 0.37%
22,660
+818
81
$1.83M 0.37%
10,832
+1,889
82
$1.81M 0.37%
41,865
+5,636
83
$1.78M 0.36%
74,180
+15,870
84
$1.77M 0.36%
33,960
+3,754
85
$1.75M 0.36%
33,188
+4,664
86
$1.75M 0.36%
67,636
+8,960
87
$1.73M 0.35%
10,896
+459
88
$1.71M 0.35%
37,029
+5,017
89
$1.71M 0.35%
11,236
-114
90
$1.71M 0.35%
17,423
-520
91
$1.69M 0.34%
14,453
+4,302
92
$1.69M 0.34%
90,177
+10,431
93
$1.67M 0.34%
71,617
+10,199
94
$1.66M 0.34%
+50,581
95
$1.66M 0.34%
44,132
+5,551
96
$1.65M 0.34%
4,445
+1,100
97
$1.61M 0.33%
23,426
+7,358
98
$1.58M 0.32%
20,559
+258
99
$1.53M 0.31%
61,566
-45,900
100
$1.52M 0.31%
130,866
+4,962
2 3
4
5 6