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
276
$320K 0.07%
+7,100
277
$318K 0.07%
3,252
278
$318K 0.07%
3,823
+1,315
279
$317K 0.07%
3,290
+268
280
$313K 0.07%
13,391
+646
281
$307K 0.07%
7,283
-301
282
$306K 0.07%
3,136
+153
283
$306K 0.07%
7,633
+51
284
$305K 0.07%
3,047
285
$304K 0.07%
15,269
+754
286
$301K 0.07%
3,655
+307
287
$300K 0.07%
5,768
-279
288
$296K 0.06%
2,141
-14,086
289
$295K 0.06%
+3,279
290
$293K 0.06%
6,088
-1,000
291
$290K 0.06%
5,017
-268
292
$288K 0.06%
7,379
-1,622
293
$288K 0.06%
2,211
+154
294
$286K 0.06%
9,583
+1,236
295
$280K 0.06%
2,572
296
$278K 0.06%
+5,829
297
$273K 0.06%
+2,726
298
$272K 0.06%
+6,198
299
$271K 0.06%
8,382
+496
300
$270K 0.06%
2,768
-93
10 11
12
13 14