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
76
$1.8M 0.39%
+33,257
77
$1.75M 0.38%
77,324
+5,707
78
$1.75M 0.38%
13,249
-1,037
79
$1.74M 0.38%
15,862
+1,409
80
$1.73M 0.38%
+78,230
81
$1.72M 0.38%
6,440
+621
82
$1.72M 0.38%
49,209
-11,816
83
$1.71M 0.37%
16,942
-916
84
$1.7M 0.37%
44,537
+7,859
85
$1.68M 0.37%
18,734
+1,311
86
$1.67M 0.36%
36,593
+2,633
87
$1.64M 0.36%
102,735
+435
88
$1.63M 0.36%
28,942
+1,485
89
$1.61M 0.35%
48,380
+95
90
$1.61M 0.35%
43,325
+1,460
91
$1.58M 0.35%
63,136
+19,665
92
$1.58M 0.34%
96,138
+5,961
93
$1.56M 0.34%
53,338
+10,505
94
$1.54M 0.34%
101,720
-2,020
95
$1.52M 0.33%
26,330
+17,673
96
$1.51M 0.33%
26,420
-8,329
97
$1.51M 0.33%
22,646
-14
98
$1.51M 0.33%
44,388
+256
99
$1.48M 0.32%
10,993
+2,939
100
$1.47M 0.32%
7,812
+188
2 3
4
5 6