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
176
$820K 0.14%
+16,201
177
$819K 0.14%
17,042
+42
178
$817K 0.14%
79,866
+55
179
$812K 0.14%
9,625
+3,925
180
$810K 0.14%
9,176
-1,445
181
$810K 0.14%
29,946
-840
182
$805K 0.14%
5,714
-12,240
183
$799K 0.13%
5,263
-1,641
184
$793K 0.13%
14,413
-11,426
185
$792K 0.13%
17,837
+163
186
$786K 0.13%
30,492
+345
187
$777K 0.13%
8,986
-867
188
$758K 0.13%
8,320
-28
189
$748K 0.13%
12,814
-400
190
$729K 0.12%
12,305
+8,438
191
$726K 0.12%
2,746
-1,827
192
$726K 0.12%
8,983
+358
193
$706K 0.12%
5,183
+102
194
$697K 0.12%
8,995
-3,938
195
$692K 0.12%
23,294
+100
196
$682K 0.11%
4,336
-6,052
197
$674K 0.11%
6,959
-1,542
198
$673K 0.11%
9,703
199
$668K 0.11%
6,622
-2,211
200
$665K 0.11%
5,045
+1,221
6 7
8
9 10