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
101
$1.81M 0.28%
44,021
+299
102
$1.8M 0.28%
36,132
+3,208
103
$1.8M 0.28%
4,727
+160
104
$1.78M 0.28%
57,060
+675
105
$1.76M 0.28%
22,649
+2,759
106
$1.76M 0.28%
148,890
+21,882
107
$1.76M 0.28%
74,200
-1,030
108
$1.76M 0.28%
15,752
-233
109
$1.75M 0.28%
49,254
+9,465
110
$1.72M 0.27%
62,210
+6,520
111
$1.71M 0.27%
19,390
+4,552
112
$1.7M 0.27%
41,484
-1,064
113
$1.69M 0.27%
7,981
-76
114
$1.67M 0.26%
33,104
-165
115
$1.65M 0.26%
25,736
+221
116
$1.63M 0.26%
5,896
+16
117
$1.6M 0.25%
10,558
-1,258
118
$1.59M 0.25%
59,370
-14,340
119
$1.59M 0.25%
9,489
-1,009
120
$1.58M 0.25%
39,150
-4,048
121
$1.56M 0.25%
15,249
+261
122
$1.55M 0.24%
77,322
-18,499
123
$1.5M 0.23%
58,414
+7,367
124
$1.49M 0.23%
31,493
-9,908
125
$1.48M 0.23%
28,735
+7,500
3 4
5
6 7