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
151
$2.1M 0.15%
31,125
-10,186
152
$2.07M 0.15%
35,461
+1,033
153
$2.07M 0.15%
15,335
+6,031
154
$2.05M 0.15%
36,776
-17,690
155
$2.04M 0.15%
20,748
+646
156
$2.01M 0.15%
15,756
+13,658
157
$2M 0.14%
27,278
+2,728
158
$2M 0.14%
42,025
+5,309
159
$2M 0.14%
61,380
-35,155
160
$1.95M 0.14%
20,175
+11,392
161
$1.91M 0.14%
14,326
+6,653
162
$1.9M 0.14%
7,986
-392
163
$1.9M 0.14%
34,537
+20,096
164
$1.89M 0.14%
33,898
+6,560
165
$1.89M 0.14%
11,207
+5,766
166
$1.89M 0.14%
19,452
+2,790
167
$1.89M 0.14%
72,448
+50,060
168
$1.88M 0.14%
18,327
+129
169
$1.87M 0.14%
+20,260
170
$1.84M 0.13%
29,830
+7,496
171
$1.83M 0.13%
+5,162
172
$1.81M 0.13%
22,580
+4,130
173
$1.81M 0.13%
72,067
174
$1.81M 0.13%
+20,400
175
$1.79M 0.13%
14,353
+3,313
5 6
7
8 9