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
126
$2.57M 0.19%
37,610
+10,019
127
$2.54M 0.18%
11,983
-939
128
$2.52M 0.18%
11,317
+2,514
129
$2.52M 0.18%
55,363
-3,356
130
$2.51M 0.18%
66,250
+409
131
$2.45M 0.18%
16,443
-6,950
132
$2.43M 0.18%
11,457
+5,095
133
$2.43M 0.18%
21,430
+5,880
134
$2.41M 0.17%
26,418
-1,876
135
$2.4M 0.17%
30,800
-50,000
136
$2.36M 0.17%
38,080
-5,716
137
$2.34M 0.17%
21,165
+8,926
138
$2.33M 0.17%
15,622
+1,166
139
$2.32M 0.17%
13,392
+653
140
$2.29M 0.17%
25,239
-24,761
141
$2.26M 0.16%
74,838
-2,669
142
$2.26M 0.16%
58,570
+7,050
143
$2.25M 0.16%
101,325
+7,650
144
$2.21M 0.16%
16,031
+2
145
$2.21M 0.16%
53,856
-4,553
146
$2.18M 0.16%
24,997
+9,987
147
$2.16M 0.16%
41,909
+1,241
148
$2.15M 0.16%
9,230
+648
149
$2.13M 0.15%
30,499
-9,507
150
$2.11M 0.15%
41,575
+10,339
4 5
6
7 8