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
201
$1.47M 0.11%
26,916
+270
202
$1.45M 0.11%
+7,137
203
$1.45M 0.11%
12,512
+2,816
204
$1.45M 0.11%
24,867
+2,646
205
$1.44M 0.1%
17,300
+7,258
206
$1.43M 0.1%
7,849
-406
207
$1.41M 0.1%
29,847
+22,881
208
$1.4M 0.1%
31,863
+3,605
209
$1.4M 0.1%
27,834
+4,727
210
$1.4M 0.1%
17,167
-14,789
211
$1.39M 0.1%
41,598
+450
212
$1.39M 0.1%
91,560
+1,128
213
$1.36M 0.1%
127,379
+31,078
214
$1.35M 0.1%
70,549
+5,080
215
$1.34M 0.1%
6,589
+576
216
$1.34M 0.1%
43,617
+27,567
217
$1.33M 0.1%
24,392
-4,834
218
$1.33M 0.1%
18,598
+3,146
219
$1.32M 0.1%
+2,141
220
$1.32M 0.1%
20,237
+10,729
221
$1.32M 0.1%
50,490
-61,390
222
$1.32M 0.1%
27,182
-3,577
223
$1.31M 0.09%
62,423
-2,681
224
$1.31M 0.09%
10,994
-1,640
225
$1.3M 0.09%
5,319
+4,041
7 8
9
10 11