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
326
$221K 0.05%
+902
327
$220K 0.05%
+1,156
328
$219K 0.05%
+3,796
329
$219K 0.05%
1,893
-54
330
$216K 0.05%
3,794
+796
331
$214K 0.05%
+7,321
332
$214K 0.05%
7,108
+266
333
$207K 0.05%
4,212
+111
334
$206K 0.05%
6,632
+184
335
$206K 0.05%
+4,626
336
$205K 0.04%
1,304
+114
337
$201K 0.04%
3,869
-69
338
$199K 0.04%
17,326
-48,129
339
$197K 0.04%
+12,857
340
$173K 0.04%
4,773
+724
341
$170K 0.04%
12,584
-6,200
342
$157K 0.03%
+263
343
$136K 0.03%
+11,710
344
$70K 0.02%
+2,420
345
$58K 0.01%
14,680
-1,867
346
$29K 0.01%
+2,031
347
$26K 0.01%
15,918
-8,550
348
$17K ﹤0.01%
11,445
349
$8K ﹤0.01%
13,000
+1,000
350
– –
-2,040
12 13
14
15 16