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
176
$1.17M 0.15%
15,777
+3,957
177
$1.14M 0.14%
10,524
+4,065
178
$1.12M 0.14%
20,400
+2,580
179
$1.11M 0.14%
21,893
+8,540
180
$1.09M 0.14%
18,449
+5,671
181
$1.08M 0.14%
53,654
+38,245
182
$1.08M 0.14%
27,286
+267
183
$1.07M 0.13%
7,840
+2,818
184
$1.06M 0.13%
10,057
+13
185
$1.06M 0.13%
9,619
+718
186
$1.05M 0.13%
5,761
-426
187
$1.05M 0.13%
+25,387
188
$1.04M 0.13%
13,526
+962
189
$1.04M 0.13%
22,929
+12,259
190
$1.04M 0.13%
7,555
+991
191
$1.04M 0.13%
51,792
-633
192
$1.03M 0.13%
9,759
+134
193
$993K 0.12%
7,751
+2,801
194
$988K 0.12%
20,260
+7,264
195
$968K 0.12%
8,370
196
$965K 0.12%
6,536
+1,456
197
$960K 0.12%
6,510
+2,091
198
$943K 0.12%
8,096
+1,408
199
$941K 0.12%
5,336
+1,391
200
$939K 0.12%
4,868
+318
6 7
8
9 10