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
$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
State Street 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
126
$1.11M 0.24%
16,301
+717
127
$1.1M 0.24%
8,354
+1,372
128
$1.08M 0.24%
31,263
+18,870
129
$1.06M 0.23%
17,513
+484
130
$1.05M 0.23%
21,933
+61
131
$1.03M 0.23%
34,804
+21,376
132
$1.01M 0.22%
9,059
+3,821
133
$952K 0.21%
11,744
-11,536
134
$941K 0.21%
66,360
-9,254
135
$941K 0.21%
7,513
+2,463
136
$914K 0.2%
10,000
-944
137
$900K 0.2%
30,947
+583
138
$898K 0.2%
5,729
-693
139
$892K 0.19%
5,925
-786
140
$883K 0.19%
9,611
+366
141
$881K 0.19%
6,905
+688
142
$875K 0.19%
14,883
+3,462
143
$863K 0.19%
12,482
+2,206
144
$861K 0.19%
13,873
+18
145
$860K 0.19%
9,312
+1,027
146
$858K 0.19%
16,469
-452
147
$856K 0.19%
12,577
+8,147
148
$851K 0.19%
14,235
+248
149
$847K 0.18%
7,429
-434
150
$844K 0.18%
9,913
+864
4 5
6
7 8