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
51
$3.36M 0.53%
26,363
-31,728
52
$3.35M 0.53%
11,204
-626
53
$3.33M 0.52%
73,790
+3,187
54
$3.31M 0.52%
14,912
+829
55
$3.29M 0.52%
130,160
+38,992
56
$3.26M 0.51%
95,633
+2,103
57
$3.16M 0.5%
18,670
+126
58
$3.09M 0.49%
47,741
-76,742
59
$3.02M 0.47%
18,699
+3,167
60
$3.01M 0.47%
27,654
+6,055
61
$3.01M 0.47%
46,366
+10,196
62
$3M 0.47%
58,532
+37,670
63
$2.96M 0.46%
84,773
+12,846
64
$2.86M 0.45%
27,933
+2,120
65
$2.78M 0.44%
21,364
+3,733
66
$2.7M 0.42%
+70,200
67
$2.69M 0.42%
142,278
+23,742
68
$2.56M 0.4%
13,250
+1,133
69
$2.56M 0.4%
68,222
-15,394
70
$2.54M 0.4%
94,436
+4,540
71
$2.51M 0.39%
182,420
+163,600
72
$2.49M 0.39%
64,490
-8,835
73
$2.43M 0.38%
45,288
+23,644
74
$2.36M 0.37%
40,648
-6,141
75
$2.33M 0.37%
17,320
+241
1 2
3
4 5