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
301
$269K 0.06%
5,790
-1,274
302
$269K 0.06%
13,942
+1,939
303
$268K 0.06%
3,993
+8
304
$266K 0.06%
7,819
+424
305
$266K 0.06%
3,727
+752
306
$265K 0.06%
20,060
+100
307
$264K 0.06%
5,200
308
$261K 0.06%
2,057
+186
309
$257K 0.06%
4,900
-500
310
$254K 0.06%
7,895
+2
311
$252K 0.06%
+1,612
312
$251K 0.05%
1,778
+296
313
$250K 0.05%
15,000
+330
314
$247K 0.05%
8,610
-1,400
315
$246K 0.05%
+1,125
316
$243K 0.05%
16,955
-1,161
317
$240K 0.05%
3,662
-84
318
$238K 0.05%
10,380
+507
319
$237K 0.05%
4,952
+636
320
$234K 0.05%
12,130
+1,720
321
$229K 0.05%
3,064
322
$229K 0.05%
3,033
+631
323
$228K 0.05%
+2,200
324
$224K 0.05%
5,133
-1,423
325
$223K 0.05%
4,762
-209
11 12
13
14 15