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
$636M
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$6.36M
2
+$5.84M
3
+$2.7M
4
AMZN icon
Amazon
AMZN
+$2.32M
5
CAPD
iPath Shiller CAPE ETN
CAPD
+$2.25M

Top Sells

1
+$4.97M
2
+$4.75M
3
+$4.04M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.63M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.92M

Sector Composition

1 Technology 12.12%
2 Consumer Discretionary 7.86%
3 Financials 6.55%
4 Healthcare 5.69%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$609K 0.1%
6,533
-548
227
$607K 0.1%
4,419
+173
228
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4,815
-210
229
$601K 0.09%
9,723
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230
$586K 0.09%
7,715
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231
$581K 0.09%
5,054
+1,309
232
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16,850
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233
$563K 0.09%
15,116
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234
$560K 0.09%
3,455
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235
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3,552
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236
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6,241
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13,728
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238
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6,072
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239
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10,708
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6,313
243
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3,556
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15,270
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24,414
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248
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7,294
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249
$514K 0.08%
8,975
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250
$510K 0.08%
17,006
-545
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10
11 12