KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
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
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
26
$3.8M 0.83%
34,921
+2
27
$3.71M 0.81%
30,851
+1,010
28
$3.64M 0.79%
112,030
-12,127
29
$3.53M 0.77%
48,801
+255
30
$3.48M 0.76%
53,458
-10
31
$3.42M 0.75%
30,919
-11
32
$3.4M 0.74%
82,157
+7,388
33
$3.25M 0.71%
15,923
+2,868
34
$3.25M 0.71%
49,938
+89
35
$3.24M 0.71%
46,770
+654
36
$3.1M 0.68%
7,891
+98
37
$3.09M 0.67%
141,670
-20,361
38
$3.02M 0.66%
33,251
-1,341
39
$2.98M 0.65%
34,741
+219
40
$2.96M 0.65%
30,178
+6,043
41
$2.94M 0.64%
50,000
42
$2.91M 0.64%
27,333
+4,764
43
$2.89M 0.63%
26,645
+2
44
$2.86M 0.63%
24,546
-1,964
45
$2.85M 0.62%
65,682
-51
46
$2.84M 0.62%
30,025
-1,793
47
$2.82M 0.62%
43,840
-686
48
$2.73M 0.6%
22,516
+18,177
49
$2.7M 0.59%
51,393
-2,014
50
$2.65M 0.58%
11,537
-194
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2
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