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
151
$1.48M 0.19%
86,874
+10,206
152
$1.46M 0.18%
77,016
+1,100
153
$1.43M 0.18%
20,631
+287
154
$1.39M 0.17%
27,657
-1,468
155
$1.36M 0.17%
4,603
+146
156
$1.35M 0.17%
6,389
-3,100
157
$1.32M 0.17%
21,326
+10,208
158
$1.31M 0.16%
13,131
-544
159
$1.31M 0.16%
22,212
-820
160
$1.31M 0.16%
25,146
+2,739
161
$1.31M 0.16%
9,586
+85
162
$1.3M 0.16%
15,433
+6,659
163
$1.3M 0.16%
10,108
-897
164
$1.29M 0.16%
15,329
+1,344
165
$1.29M 0.16%
219,680
+77,800
166
$1.28M 0.16%
32,259
+11,457
167
$1.28M 0.16%
22,802
+9,076
168
$1.27M 0.16%
+77,002
169
$1.27M 0.16%
7,801
+2,046
170
$1.25M 0.16%
+16,038
171
$1.24M 0.16%
+3,294
172
$1.24M 0.15%
5,380
+2,495
173
$1.23M 0.15%
73,096
+324
174
$1.2M 0.15%
41,737
+5,190
175
$1.18M 0.15%
14,772
+10,590
5 6
7
8 9