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
$458M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$4.25M
3
+$4M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.62M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.61M

Top Sells

1
+$4.83M
2
+$4.44M
3
+$3.26M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.95M
5
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.25M

Sector Composition

1 Technology 8.7%
2 Healthcare 7.05%
3 Financials 6.2%
4 Consumer Discretionary 5.59%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$479K 0.1%
23,118
+456
227
$476K 0.1%
4,584
-2,693
228
$474K 0.1%
+4,600
229
$459K 0.1%
16,140
-11,778
230
$452K 0.1%
20,389
-5,980
231
$434K 0.09%
5,647
+66
232
$425K 0.09%
3,077
+18
233
$424K 0.09%
6,801
+75
234
$422K 0.09%
+2,750
235
$419K 0.09%
+9,731
236
$415K 0.09%
9,740
+2,437
237
$413K 0.09%
2,096
+49
238
$409K 0.09%
5,362
-225
239
$403K 0.09%
6,149
-1,684
240
$402K 0.09%
45,223
241
$402K 0.09%
6,905
+1,128
242
$397K 0.09%
10,540
-832
243
$395K 0.09%
+3,624
244
$385K 0.08%
4,565
+85
245
$382K 0.08%
22,723
-12,716
246
$382K 0.08%
5,938
-291
247
$381K 0.08%
6,702
+253
248
$379K 0.08%
+4,148
249
$378K 0.08%
8,137
-5,204
250
$375K 0.08%
14,076
+982
8 9
10
11 12