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
$227M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$1.05M
3
+$983K
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$948K
5
IQDF icon
FlexShares International Quality Dividend Index Fund
IQDF
+$940K

Top Sells

1
+$2.75M
2
+$891K
3
+$856K
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$693K
5
CVX icon
Chevron
CVX
+$598K

Sector Composition

1 Financials 6.25%
2 Technology 4.65%
3 Healthcare 4.41%
4 Communication Services 4.2%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$454K 0.2%
8,313
+973
152
$451K 0.2%
+16,000
153
$448K 0.2%
3,566
+67
154
$444K 0.2%
+5,539
155
$440K 0.19%
15,808
-277
156
$437K 0.19%
5,884
+2,105
157
$425K 0.19%
22,911
+843
158
$413K 0.18%
3,707
+554
159
$413K 0.18%
6,319
+852
160
$406K 0.18%
6,454
+1,935
161
$406K 0.18%
2,929
-1,096
162
$406K 0.18%
6,890
+385
163
$405K 0.18%
5,186
164
$401K 0.18%
14,400
-702
165
$397K 0.17%
12,941
+3,691
166
$393K 0.17%
88,040
+17,240
167
$390K 0.17%
213
+13
168
$389K 0.17%
14,389
-541
169
$387K 0.17%
9,125
-2,250
170
$386K 0.17%
2,070
-817
171
$383K 0.17%
9,000
+50
172
$379K 0.17%
3,569
+324
173
$377K 0.17%
5,159
+1,832
174
$374K 0.16%
10,194
+174
175
$369K 0.16%
4,372
+707
5 6
7
8 9