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
151
$1.03M 0.17%
53,892
-34,668
152
$1.02M 0.17%
+19,706
153
$1.02M 0.17%
21,235
+1,581
154
$1.01M 0.17%
21,402
+202
155
$1.01M 0.17%
12,071
+235
156
$1.01M 0.17%
18,548
+8,154
157
$974K 0.16%
18,853
-4,733
158
$946K 0.16%
53,354
-302
159
$943K 0.16%
14,915
-285
160
$932K 0.16%
15,373
-1,656
161
$922K 0.15%
9,265
+5,185
162
$921K 0.15%
8,573
+1,731
163
$920K 0.15%
17,020
-180
164
$915K 0.15%
27,613
-46,306
165
$914K 0.15%
4,629
+58
166
$892K 0.15%
7,520
+4,785
167
$891K 0.15%
14,835
+10,903
168
$871K 0.15%
12,216
-9,490
169
$869K 0.15%
8,658
-4,185
170
$863K 0.14%
9,964
+38
171
$854K 0.14%
6,919
-69
172
$838K 0.14%
19,273
+413
173
$830K 0.14%
202,120
-5,160
174
$827K 0.14%
6,202
+3,923
175
$823K 0.14%
70,044
-64,350
5 6
7
8 9