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
51
$2.62M 0.57%
+51,266
52
$2.61M 0.57%
9,964
+848
53
$2.59M 0.57%
72,060
-800
54
$2.46M 0.54%
47,140
-1,720
55
$2.43M 0.53%
122,145
+47,965
56
$2.36M 0.51%
14,801
+219
57
$2.35M 0.51%
64,892
+27,863
58
$2.32M 0.51%
87,632
+19,996
59
$2.28M 0.5%
90,042
-3,506
60
$2.27M 0.5%
23,182
-2,011
61
$2.25M 0.49%
17,067
+181
62
$2.23M 0.49%
46,261
-2,036
63
$2.21M 0.48%
79,304
+28,723
64
$2.17M 0.47%
13,570
+2
65
$2.11M 0.46%
44,833
+4,037
66
$2.09M 0.46%
44,444
+816
67
$2.07M 0.45%
15,768
-425
68
$2.04M 0.44%
23,632
+142
69
$1.97M 0.43%
90,008
+4,333
70
$1.91M 0.42%
31,154
+10,595
71
$1.91M 0.42%
96,425
+45,260
72
$1.86M 0.41%
23,715
-456
73
$1.84M 0.4%
73,876
+12,310
74
$1.84M 0.4%
32,375
+8,949
75
$1.82M 0.4%
9,355
+276
1 2
3
4 5