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
101
$1.4M 0.31%
40,954
+182
102
$1.4M 0.31%
140,928
+10,062
103
$1.37M 0.3%
52,135
+12,400
104
$1.35M 0.3%
4,197
-248
105
$1.32M 0.29%
23,461
+5,735
106
$1.31M 0.29%
10,529
-8,617
107
$1.29M 0.28%
28,905
+5,020
108
$1.29M 0.28%
28,359
+11,360
109
$1.28M 0.28%
13,414
-34,312
110
$1.27M 0.28%
25,468
+7,125
111
$1.27M 0.28%
16,020
+1,136
112
$1.24M 0.27%
9,245
-1,587
113
$1.22M 0.27%
9,347
+191
114
$1.22M 0.27%
23,427
+1,002
115
$1.21M 0.27%
26,572
-6,616
116
$1.21M 0.26%
25,483
-247
117
$1.2M 0.26%
76,356
-4,347
118
$1.17M 0.26%
5,180
+1,854
119
$1.17M 0.26%
8,529
-10
120
$1.16M 0.25%
16,772
+882
121
$1.15M 0.25%
23,745
+227
122
$1.15M 0.25%
8,530
-2,366
123
$1.15M 0.25%
22,781
+265
124
$1.13M 0.25%
+15,927
125
$1.11M 0.24%
9,515
+152
3 4
5
6 7