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
151
$930K 0.19%
6,217
-234
152
$921K 0.19%
+18,343
153
$913K 0.19%
16,872
+618
154
$898K 0.18%
3,326
+130
155
$896K 0.18%
10,179
-262
156
$893K 0.18%
16,998
+488
157
$884K 0.18%
+16,915
158
$876K 0.18%
+15,119
159
$875K 0.18%
3,726
+65
160
$875K 0.18%
3,587
+559
161
$861K 0.17%
9,804
+213
162
$860K 0.17%
10,276
+1,614
163
$842K 0.17%
71,748
-2,514
164
$838K 0.17%
+30,395
165
$833K 0.17%
13,341
+6,593
166
$824K 0.17%
36,314
-39,277
167
$820K 0.17%
27,918
+3,398
168
$817K 0.17%
16,999
-645
169
$815K 0.17%
17,763
+155
170
$815K 0.17%
+26,611
171
$800K 0.16%
14,305
+7,031
172
$796K 0.16%
9,049
+150
173
$791K 0.16%
9,341
-1,856
174
$785K 0.16%
7,277
+4,432
175
$777K 0.16%
11,421
+2,565
5 6
7
8 9