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
$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
1
$66.8M 4.84%
503,434
+53,913
2
$42.7M 3.09%
262,060
+43,260
3
$39.3M 2.85%
176,854
+11,826
4
$32.7M 2.37%
104,133
-4,417
5
$30.2M 2.19%
232,420
+111,080
6
$18M 1.3%
141,699
+15,893
7
$16.3M 1.18%
61,338
+2,539
8
$16M 1.16%
58,027
+27,586
9
$15.3M 1.11%
227,008
+109,232
10
$15.1M 1.09%
84,542
+16,234
11
$14.6M 1.05%
123,211
-197,747
12
$14.6M 1.05%
105,399
+16,736
13
$14M 1.02%
89,191
+3,904
14
$14M 1.01%
445,156
+173,798
15
$13.9M 1.01%
192,712
+95,253
16
$13.9M 1%
713,485
-144,177
17
$13.1M 0.95%
345,890
+178,926
18
$12.6M 0.92%
53,983
+7,842
19
$11.4M 0.82%
30,470
-107
20
$11.4M 0.82%
41,608
+5,428
21
$10.8M 0.78%
140,477
-487
22
$10.7M 0.78%
48,968
+9,735
23
$10.3M 0.75%
72,911
+18,368
24
$9.7M 0.7%
88,610
+3,326
25
$9.7M 0.7%
110,700
+17,260
1
2 3 4 5