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
$797M
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$5.85M
3
+$5.38M
4
MA icon
Mastercard
MA
+$4.86M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$4.84M

Top Sells

1
+$7.82M
2
+$5.83M
3
+$2.51M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.47M
5
IQDF icon
FlexShares International Quality Dividend Index Fund
IQDF
+$2.2M

Sector Composition

1 Technology 13.55%
2 Healthcare 7.24%
3 Financials 7.2%
4 Consumer Discretionary 7.15%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.22M 0.28%
7,794
+109
102
$2.22M 0.28%
97,298
+7,802
103
$2.17M 0.27%
39,688
-653
104
$2.06M 0.26%
34,707
+1,845
105
$2.04M 0.26%
37,990
+4,886
106
$2.03M 0.25%
9,642
+4,442
107
$2.02M 0.25%
25,011
-204
108
$2.01M 0.25%
90,860
+79,610
109
$1.97M 0.25%
81,285
-90,719
110
$1.96M 0.25%
29,850
+4,114
111
$1.96M 0.25%
43,240
+1,756
112
$1.95M 0.24%
6,639
+2,161
113
$1.95M 0.24%
22,483
+5,249
114
$1.95M 0.24%
44,204
+183
115
$1.95M 0.24%
18,083
+2,834
116
$1.92M 0.24%
35,629
-503
117
$1.9M 0.24%
56,760
-300
118
$1.9M 0.24%
22,659
+1,056
119
$1.9M 0.24%
15,853
+8,055
120
$1.87M 0.23%
95,540
+70,867
121
$1.86M 0.23%
28,924
+20,076
122
$1.86M 0.23%
18,332
+5,062
123
$1.85M 0.23%
72,403
+13,989
124
$1.81M 0.23%
10,908
+350
125
$1.79M 0.22%
15,328
+3,358
3 4
5
6 7