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
126
$1.27M 0.21%
20,644
+13,246
127
$1.26M 0.21%
27,244
-7,891
128
$1.22M 0.2%
16,771
-2,527
129
$1.22M 0.2%
12,884
+6,942
130
$1.21M 0.2%
4,975
+1,042
131
$1.21M 0.2%
18,403
-7,785
132
$1.21M 0.2%
4,570
-1,484
133
$1.2M 0.2%
23,467
+1,106
134
$1.19M 0.2%
74,190
-5,678
135
$1.18M 0.2%
22,280
+2,227
136
$1.18M 0.2%
21,644
+525
137
$1.17M 0.2%
13,675
-441
138
$1.16M 0.19%
16,572
+12,413
139
$1.12M 0.19%
+18,504
140
$1.11M 0.19%
6,785
-2,055
141
$1.1M 0.19%
5,364
-2,458
142
$1.08M 0.18%
9,516
+459
143
$1.07M 0.18%
12,333
-1,605
144
$1.07M 0.18%
20,862
+911
145
$1.06M 0.18%
15,461
+10,748
146
$1.05M 0.18%
8,250
-1,319
147
$1.05M 0.18%
12,804
+534
148
$1.05M 0.18%
36,140
-10,501
149
$1.04M 0.17%
63,768
+530
150
$1.03M 0.17%
27,018
-15,143
4 5
6
7 8