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
176
$1.75M 0.13%
34,967
+683
177
$1.74M 0.13%
36,784
+5,122
178
$1.73M 0.13%
6,025
+141
179
$1.71M 0.12%
112,305
-3,462
180
$1.71M 0.12%
27,264
-1,957
181
$1.71M 0.12%
14,578
+1,663
182
$1.71M 0.12%
17,454
+1,338
183
$1.71M 0.12%
9,985
184
$1.7M 0.12%
56,247
+5,896
185
$1.69M 0.12%
26,015
+2,357
186
$1.67M 0.12%
6,935
+13
187
$1.67M 0.12%
16,325
+6,736
188
$1.66M 0.12%
53,474
+10,576
189
$1.66M 0.12%
6,395
+642
190
$1.64M 0.12%
20,612
-1,508
191
$1.61M 0.12%
12,192
+957
192
$1.6M 0.12%
6,079
+476
193
$1.53M 0.11%
15,028
+3,850
194
$1.53M 0.11%
18,461
-1,010
195
$1.51M 0.11%
4,562
+1,381
196
$1.49M 0.11%
21,573
-1,063
197
$1.48M 0.11%
16,168
+7,608
198
$1.48M 0.11%
26,836
+10,194
199
$1.47M 0.11%
22,857
+3,305
200
$1.47M 0.11%
26,143
+1,322
6 7
8
9 10