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
$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
State Street 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
376
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377
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378
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379
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380
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-18,875
381
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382
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-3,780
383
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-1,685
384
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385
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386
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-8,881
387
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-11,250
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