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
101
$3.25M 0.24%
74,250
+9,260
102
$3.24M 0.23%
116,642
+5,835
103
$3.23M 0.23%
87,825
+7,903
104
$3.18M 0.23%
47,077
+14,241
105
$3.12M 0.23%
75,565
-25,390
106
$3.11M 0.23%
13,862
+5,693
107
$3.1M 0.22%
45,468
+6,272
108
$3.05M 0.22%
55,739
+1,581
109
$3.05M 0.22%
11,673
-799
110
$3.05M 0.22%
50,776
+19,078
111
$3.04M 0.22%
8,667
-101
112
$2.93M 0.21%
64,100
+4,589
113
$2.85M 0.21%
93,853
+1,943
114
$2.78M 0.2%
62,093
-2,328
115
$2.78M 0.2%
23,162
+8,847
116
$2.77M 0.2%
7,763
+718
117
$2.75M 0.2%
50,780
+32,910
118
$2.71M 0.2%
29,892
+3,464
119
$2.71M 0.2%
58,121
+501
120
$2.68M 0.19%
28,877
+19,619
121
$2.67M 0.19%
4,850
+2,945
122
$2.65M 0.19%
48,277
+1,951
123
$2.64M 0.19%
94,288
-2,360
124
$2.62M 0.19%
28,651
+3,212
125
$2.62M 0.19%
56,181
+4,497
3 4
5
6 7