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
326
$310K 0.05%
7,530
+1,276
327
$305K 0.05%
12,934
+1,110
328
$304K 0.05%
+15,409
329
$304K 0.05%
+4,015
330
$303K 0.05%
23,420
331
$302K 0.05%
5,476
+60
332
$301K 0.05%
+7,960
333
$300K 0.05%
8,523
-285
334
$300K 0.05%
6,052
+376
335
$298K 0.05%
1,962
+555
336
$298K 0.05%
3,583
+274
337
$294K 0.05%
+3,622
338
$294K 0.05%
1,751
+55
339
$291K 0.05%
+2,098
340
$290K 0.05%
+2,200
341
$290K 0.05%
2,428
+107
342
$289K 0.05%
4,182
-12,390
343
$286K 0.04%
+8,977
344
$283K 0.04%
9,472
+1,222
345
$283K 0.04%
+2,575
346
$282K 0.04%
+6,307
347
$282K 0.04%
9,390
-40
348
$278K 0.04%
2,948
349
$276K 0.04%
6,462
-923
350
$276K 0.04%
1,623
+100
12 13
14
15 16