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
201
$656K 0.11%
6,614
-1,752
202
$654K 0.11%
7,983
-875
203
$639K 0.11%
11,728
-134
204
$638K 0.11%
11,042
+460
205
$637K 0.11%
4,728
-91
206
$636K 0.11%
5,339
+75
207
$627K 0.11%
22,260
+4,464
208
$626K 0.11%
13,050
+2,913
209
$625K 0.1%
14,210
-3,409
210
$624K 0.1%
3,589
+136
211
$620K 0.1%
4,891
+336
212
$619K 0.1%
7,081
-12,103
213
$617K 0.1%
13,760
+772
214
$616K 0.1%
16,719
-7,134
215
$615K 0.1%
4,246
-11,852
216
$604K 0.1%
+7,087
217
$601K 0.1%
2,047
-1,320
218
$600K 0.1%
5,638
-1,875
219
$586K 0.1%
2,864
-1,025
220
$586K 0.1%
3,904
-3,575
221
$582K 0.1%
5,145
222
$579K 0.1%
7,483
+905
223
$578K 0.1%
15,642
+147
224
$571K 0.1%
10,586
+412
225
$570K 0.1%
5,025
+425
7 8
9
10 11