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
76
$4.21M 0.31%
62,084
-8,054
77
$4.2M 0.3%
87,579
+621
78
$4.16M 0.3%
45,200
-1
79
$4.11M 0.3%
91,009
+12,300
80
$4.09M 0.3%
10,891
-3,658
81
$4.01M 0.29%
80,559
+1,262
82
$4.01M 0.29%
64,677
+1,514
83
$3.91M 0.28%
36,881
+1,566
84
$3.81M 0.28%
41,494
+21,436
85
$3.81M 0.28%
21,590
+11,470
86
$3.8M 0.28%
75,825
-2,856
87
$3.74M 0.27%
77,760
-213
88
$3.72M 0.27%
80,985
-35
89
$3.71M 0.27%
56,103
-7,463
90
$3.71M 0.27%
7,954
+3,552
91
$3.67M 0.27%
228,552
-14,832
92
$3.59M 0.26%
14,652
-102
93
$3.57M 0.26%
16,666
+8,764
94
$3.46M 0.25%
41,691
+9,805
95
$3.46M 0.25%
8,229
+218
96
$3.45M 0.25%
39,904
-3,554
97
$3.38M 0.24%
69,427
+23,766
98
$3.38M 0.24%
16,229
+3,049
99
$3.36M 0.24%
14,478
+805
100
$3.31M 0.24%
13,076
+6,617
2 3
4
5 6