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
401
$208K 0.03%
2,775
-500
402
$206K 0.03%
15,689
+100
403
$201K 0.03%
+2,018
404
$201K 0.03%
+970
405
$200K 0.03%
2,580
-1,318
406
$198K 0.03%
12,330
407
$166K 0.03%
314
-8
408
$164K 0.03%
3,578
-3,692
409
$136K 0.02%
10,394
-840
410
$123K 0.02%
38,476
+8,300
411
$113K 0.02%
10,649
412
$54K 0.01%
2,350
-340
413
$45K 0.01%
11,786
-6,896
414
$23K ﹤0.01%
11,445
415
$17K ﹤0.01%
1,989
-800
416
$12K ﹤0.01%
84
417
$8K ﹤0.01%
5
418
$7K ﹤0.01%
12,000
419
$6K ﹤0.01%
300
420
– –
-3,532
421
– –
-1,121
422
– –
-2,786
423
– –
-7,000
424
– –
-8,210
425
– –
-1,707
15 16
17
18 19