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
376
$238K 0.04%
+3,600
377
$238K 0.04%
5,353
+739
378
$237K 0.04%
10,041
-1,204
379
$237K 0.04%
8,883
-4,338
380
$236K 0.04%
+3,632
381
$235K 0.04%
+2,192
382
$235K 0.04%
8,244
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383
$234K 0.04%
1,019
+288
384
$231K 0.04%
2,099
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385
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2,004
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386
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387
$228K 0.04%
+2,868
388
$227K 0.04%
+2,330
389
$224K 0.04%
+8,450
390
$221K 0.03%
2,319
+10
391
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393
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394
$218K 0.03%
18,969
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396
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397
$215K 0.03%
1,405
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398
$214K 0.03%
1,624
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399
$213K 0.03%
+3,760
400
$208K 0.03%
+4,825
14 15
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