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
76
$2.12M 0.36%
+71,275
77
$2.07M 0.35%
95,821
+587
78
$2M 0.34%
7,538
-892
79
$2M 0.34%
26,075
+5,208
80
$1.98M 0.33%
42,418
+33,076
81
$1.98M 0.33%
85,304
+4,200
82
$1.95M 0.33%
24,226
+1,446
83
$1.95M 0.33%
41,401
+21,332
84
$1.92M 0.32%
8,986
-8,434
85
$1.9M 0.32%
64,185
+1,005
86
$1.86M 0.31%
56,385
-775
87
$1.86M 0.31%
70,872
+55,861
88
$1.84M 0.31%
11,816
-3,903
89
$1.84M 0.31%
43,198
-12,856
90
$1.82M 0.31%
43,722
-9,273
91
$1.81M 0.3%
27,059
+300
92
$1.78M 0.3%
50,928
+32,388
93
$1.78M 0.3%
10,498
-1,341
94
$1.77M 0.3%
57,146
+6,627
95
$1.77M 0.3%
15,985
-5,678
96
$1.76M 0.29%
33,772
+21,548
97
$1.73M 0.29%
5,880
-55
98
$1.73M 0.29%
42,548
-11,080
99
$1.68M 0.28%
32,924
-2,957
100
$1.68M 0.28%
43,936
+17,781
2 3
4
5 6