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
251
$368K 0.08%
7,102
+116
252
$367K 0.08%
8,950
253
$367K 0.08%
15,598
-424
254
$366K 0.08%
8,031
-43
255
$365K 0.08%
+5,704
256
$359K 0.08%
3,505
-1,070
257
$355K 0.08%
8,555
-599
258
$355K 0.08%
13,464
+5,913
259
$352K 0.08%
6,800
+940
260
$352K 0.08%
8,783
+488
261
$350K 0.08%
1,503
+44
262
$350K 0.08%
5,186
263
$348K 0.08%
1,385
+197
264
$346K 0.08%
+5,300
265
$343K 0.07%
7,378
266
$341K 0.07%
5,690
-545
267
$340K 0.07%
11,542
+4,513
268
$336K 0.07%
3,095
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269
$336K 0.07%
7,435
+203
270
$333K 0.07%
7,443
+212
271
$332K 0.07%
+35,900
272
$331K 0.07%
1,866
-78
273
$330K 0.07%
12,249
274
$324K 0.07%
+5,000
275
$322K 0.07%
5,962
+2,205
9 10
11
12 13