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
26
$5.09M 0.8%
267,754
-27,243
27
$4.95M 0.78%
208,980
-18,095
28
$4.92M 0.77%
89,447
-336
29
$4.69M 0.74%
39,561
+1,513
30
$4.62M 0.73%
11,832
+827
31
$4.61M 0.72%
42,476
+624
32
$4.61M 0.72%
55,682
+876
33
$4.51M 0.71%
53,932
+2,042
34
$4.49M 0.71%
75,789
+15,771
35
$4.43M 0.7%
39,622
+1,477
36
$4.38M 0.69%
51,245
+720
37
$4.38M 0.69%
157,638
+33,852
38
$4.36M 0.68%
45,790
+483
39
$4.33M 0.68%
81,223
+8,214
40
$4.11M 0.65%
23,075
-1,777
41
$3.98M 0.63%
30,777
+58
42
$3.89M 0.61%
77,092
+44,310
43
$3.88M 0.61%
27,892
+1,014
44
$3.83M 0.6%
172,004
-16,557
45
$3.78M 0.59%
116,749
+11,019
46
$3.7M 0.58%
17,234
+1,270
47
$3.63M 0.57%
127,003
+6,127
48
$3.56M 0.56%
7,986
+48
49
$3.52M 0.55%
20,495
-914
50
$3.44M 0.54%
50,000
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