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
1
$14.8M 3.01%
1,446,232
+149,840
2
$12.5M 2.53%
60,201
+1,019
3
$11.7M 2.38%
150,000
4
$9.47M 1.92%
82,827
+2,552
5
$9.19M 1.86%
162,756
+17,760
6
$7.39M 1.5%
73,800
+6,620
7
$7.29M 1.48%
64,563
-916
8
$5.91M 1.2%
78,510
+1,943
9
$5.84M 1.18%
42,238
+596
10
$5.54M 1.12%
29,828
+2,880
11
$5.16M 1.05%
278,187
+27,034
12
$4.92M 1%
16,927
+2,465
13
$4.83M 0.98%
26,779
+873
14
$4.8M 0.97%
47,726
+2,451
15
$4.79M 0.97%
119,875
-1,200
16
$4.79M 0.97%
+162,031
17
$4.75M 0.96%
124,157
+41,588
18
$4.57M 0.93%
109,168
+1,744
19
$4.46M 0.9%
91,601
+1,300
20
$4.44M 0.9%
136,062
+7,115
21
$4.41M 0.89%
+29,841
22
$4.27M 0.87%
34,919
+2,415
23
$4.26M 0.86%
177,254
+7,385
24
$4.19M 0.85%
36,471
+1,762
25
$4.15M 0.84%
179,181
+21,133
1
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