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
176
$772K 0.16%
9,588
+94
177
$769K 0.16%
9,245
+764
178
$762K 0.15%
12,531
+86
179
$761K 0.15%
14,555
+4,848
180
$748K 0.15%
4,575
+327
181
$743K 0.15%
12,817
+2,056
182
$724K 0.15%
4,815
+1,183
183
$723K 0.15%
16,433
+5,119
184
$713K 0.14%
5,003
+357
185
$711K 0.14%
26,369
+7,673
186
$704K 0.14%
19,005
-148
187
$699K 0.14%
22,149
+106
188
$684K 0.14%
5,125
+186
189
$682K 0.14%
73,705
+43,157
190
$678K 0.14%
+26,854
191
$673K 0.14%
42,787
+6,239
192
$669K 0.14%
8,352
+5,795
193
$666K 0.14%
8,657
+1,472
194
$666K 0.14%
21,288
-3,168
195
$665K 0.13%
21,828
+350
196
$663K 0.13%
5,238
+403
197
$657K 0.13%
35,439
-3,557
198
$650K 0.13%
7,467
+198
199
$647K 0.13%
7,338
+788
200
$641K 0.13%
5,667
+186
6 7
8
9 10