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
101
$1.66M 0.28%
4,567
-935
102
$1.65M 0.28%
32,782
+21,501
103
$1.65M 0.28%
75,230
+20,651
104
$1.63M 0.27%
28,448
+1,472
105
$1.6M 0.27%
55,690
-1,510
106
$1.57M 0.26%
25,515
+16,076
107
$1.57M 0.26%
33,269
+1,355
108
$1.56M 0.26%
8,057
-63
109
$1.56M 0.26%
19,890
-2,930
110
$1.54M 0.26%
30,217
+2,038
111
$1.54M 0.26%
29,365
+1,242
112
$1.53M 0.26%
18,483
+313
113
$1.52M 0.25%
13,834
+1,700
114
$1.51M 0.25%
14,988
-5,798
115
$1.49M 0.25%
127,008
-17,640
116
$1.48M 0.25%
39,789
+1,164
117
$1.41M 0.24%
10,266
+503
118
$1.4M 0.24%
78,408
-26,156
119
$1.36M 0.23%
23,126
-633
120
$1.36M 0.23%
26,958
+638
121
$1.35M 0.23%
5,018
-5,140
122
$1.31M 0.22%
14,838
-5,773
123
$1.3M 0.22%
16,306
+953
124
$1.29M 0.22%
33,278
-80,079
125
$1.28M 0.22%
51,047
+25,965
3 4
5
6 7