KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$493M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.41M
3
+$1.69M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.66M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.65M

Top Sells

1
+$3.27M
2
+$2.36M
3
+$1.14M
4
GLD icon
SPDR Gold Trust
GLD
+$1.07M
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$982K

Sector Composition

1 Technology 9.14%
2 Healthcare 6.72%
3 Financials 6.7%
4 Industrials 6.49%
5 Consumer Discretionary 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.18M 0.24%
22,425
-300
127
$1.17M 0.24%
14,884
-2,777
128
$1.17M 0.24%
10,944
-22,136
129
$1.15M 0.23%
22,516
+9,252
130
$1.15M 0.23%
163,600
+20,240
131
$1.15M 0.23%
65,455
+4,603
132
$1.14M 0.23%
6,422
+848
133
$1.13M 0.23%
23,885
+7,346
134
$1.11M 0.23%
18,422
+3,890
135
$1.1M 0.22%
7,863
+380
136
$1.08M 0.22%
51,165
-46,450
137
$1.07M 0.22%
13,987
-2,158
138
$1.06M 0.21%
16,921
-415
139
$1.05M 0.21%
+13,014
140
$1.04M 0.21%
19,328
+8,043
141
$1.04M 0.21%
44,300
-15,250
142
$1.03M 0.21%
13,855
+549
143
$1.02M 0.21%
6,427
+3,671
144
$1M 0.2%
27,278
+23
145
$994K 0.2%
36,309
+3,258
146
$978K 0.2%
+6,982
147
$977K 0.2%
18,808
+10,972
148
$962K 0.2%
18,033
-763
149
$961K 0.19%
30,364
-1,321
150
$951K 0.19%
8,285
-2,003
4 5
6
7 8