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
201
$639K 0.13%
322
+100
202
$631K 0.13%
20,262
-448
203
$631K 0.13%
2,370
+123
204
$622K 0.13%
10,725
205
$617K 0.13%
7,833
+3,522
206
$611K 0.12%
9,139
+1,426
207
$610K 0.12%
29,425
+353
208
$606K 0.12%
52,640
-2,720
209
$602K 0.12%
8,745
-3,382
210
$594K 0.12%
11,048
+2,817
211
$565K 0.11%
5,618
-901
212
$563K 0.11%
4,801
213
$559K 0.11%
22,662
+10,812
214
$553K 0.11%
12,393
+2,109
215
$552K 0.11%
5,050
-125
216
$552K 0.11%
23,037
-721
217
$530K 0.11%
6,623
+3,711
218
$521K 0.11%
6,726
+1,503
219
$512K 0.1%
28,817
+7,798
220
$509K 0.1%
45,223
+1,774
221
$504K 0.1%
11,372
+3,836
222
$504K 0.1%
+5,587
223
$502K 0.1%
5,708
224
$502K 0.1%
13,248
-54
225
$499K 0.1%
+4,689
7 8
9
10 11