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
126
$1.78M 0.22%
52,293
+10,183
127
$1.78M 0.22%
45,258
-3,996
128
$1.75M 0.22%
79,088
+4,888
129
$1.75M 0.22%
29,089
-2,066
130
$1.74M 0.22%
33,532
+7,855
131
$1.73M 0.22%
38,882
-268
132
$1.69M 0.21%
26,258
+18,815
133
$1.68M 0.21%
24,266
-22,100
134
$1.68M 0.21%
5,710
+2,307
135
$1.66M 0.21%
+56,955
136
$1.65M 0.21%
24,720
+6,420
137
$1.65M 0.21%
7,278
-1,906
138
$1.64M 0.21%
16,738
+2,041
139
$1.63M 0.2%
8,100
+119
140
$1.6M 0.2%
17,012
+3,649
141
$1.59M 0.2%
26,373
+22,613
142
$1.58M 0.2%
7,519
+2,792
143
$1.58M 0.2%
17,332
+8,109
144
$1.58M 0.2%
123,126
-25,764
145
$1.56M 0.2%
4,796
+69
146
$1.56M 0.2%
13,012
-2,740
147
$1.56M 0.2%
23,888
+3,996
148
$1.55M 0.19%
21,409
+3,119
149
$1.53M 0.19%
17,329
+7,242
150
$1.52M 0.19%
30,506
+4,039
4 5
6
7 8