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
351
$275K 0.04%
4,100
+28
352
$275K 0.04%
+4,745
353
$274K 0.04%
3,685
-150
354
$271K 0.04%
2,720
-494
355
$269K 0.04%
+3,484
356
$267K 0.04%
1,100
357
$265K 0.04%
+6,058
358
$261K 0.04%
2,903
+11
359
$260K 0.04%
+8,253
360
$259K 0.04%
2,830
361
$259K 0.04%
4,410
-572
362
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+1,416
363
$253K 0.04%
7,353
+211
364
$251K 0.04%
7,346
+276
365
$250K 0.04%
12,765
+456
366
$249K 0.04%
12,060
+2,893
367
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7,498
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368
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-205
369
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6,952
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370
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7,800
371
$241K 0.04%
+3,184
372
$241K 0.04%
4,833
-372
373
$240K 0.04%
6,113
+50
374
$240K 0.04%
11,570
375
$240K 0.04%
+5,155
13 14
15
16 17