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
76
$2.28M 0.36%
55,581
-2,149
77
$2.27M 0.36%
44,542
+21,075
78
$2.27M 0.36%
48,764
+6,346
79
$2.24M 0.35%
40,341
+6,569
80
$2.2M 0.35%
21,258
+695
81
$2.17M 0.34%
21,774
+13,116
82
$2.17M 0.34%
55,359
+11,423
83
$2.17M 0.34%
+52,191
84
$2.11M 0.33%
34,500
-29,740
85
$2.1M 0.33%
18,708
-32,277
86
$2.08M 0.33%
14,877
+4,611
87
$2.07M 0.33%
7,685
+147
88
$2.05M 0.32%
89,496
+4,192
89
$2.04M 0.32%
25,215
+989
90
$2.01M 0.32%
73,212
+1,937
91
$1.94M 0.3%
27,453
+1,378
92
$1.94M 0.3%
66,322
+30,182
93
$1.93M 0.3%
31,976
+3,528
94
$1.93M 0.3%
34,551
+12,271
95
$1.91M 0.3%
9,184
+198
96
$1.9M 0.3%
15,300
+1,466
97
$1.87M 0.29%
31,155
+16,320
98
$1.87M 0.29%
34,309
+4,092
99
$1.82M 0.29%
21,603
+3,120
100
$1.82M 0.29%
32,862
+3,497
2 3
4
5 6