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
251
$505K 0.08%
5,794
-6,539
252
$504K 0.08%
2,987
-121
253
$502K 0.08%
5,780
+304
254
$501K 0.08%
3,170
+22
255
$493K 0.08%
3,051
+1,008
256
$492K 0.08%
45,223
257
$485K 0.08%
5,173
+444
258
$485K 0.08%
+7,291
259
$484K 0.08%
34,100
+9,030
260
$481K 0.08%
26,575
+13,545
261
$475K 0.07%
5,186
262
$473K 0.07%
11,455
-2,755
263
$467K 0.07%
10,472
-46
264
$466K 0.07%
4,112
+232
265
$465K 0.07%
13,727
-1,131
266
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267
$462K 0.07%
23,213
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268
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16,923
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269
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2,993
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270
$458K 0.07%
15,581
-3,328
271
$456K 0.07%
4,215
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272
$456K 0.07%
4,118
+2,111
273
$455K 0.07%
5,117
+1,099
274
$449K 0.07%
8,848
+555
275
$449K 0.07%
10,670
+867
9 10
11
12 13