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
301
$374K 0.06%
6,353
-225
302
$373K 0.06%
7,120
-533
303
$371K 0.06%
2,882
+43
304
$367K 0.06%
6,878
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305
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306
$365K 0.06%
8,725
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307
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308
$357K 0.06%
5,337
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309
$356K 0.06%
3,152
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310
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311
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4,440
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312
$352K 0.06%
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-21,548
313
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3,980
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314
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8,864
315
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1,768
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316
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319
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2,152
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320
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321
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13,560
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323
$310K 0.05%
2,127
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324
$310K 0.05%
+5,881
325
$310K 0.05%
1,728
+671
11 12
13
14 15