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
126
$1.47M 0.23%
29,125
+2,167
127
$1.47M 0.23%
23,929
+5,425
128
$1.44M 0.23%
+42,110
129
$1.43M 0.23%
11,970
+6,852
130
$1.43M 0.22%
23,032
-94
131
$1.4M 0.22%
43,870
-13,276
132
$1.38M 0.22%
14,697
+1,813
133
$1.38M 0.22%
17,234
+928
134
$1.35M 0.21%
34,785
+1,507
135
$1.33M 0.21%
25,677
+6,824
136
$1.33M 0.21%
20,344
+1,941
137
$1.32M 0.21%
75,916
-2,492
138
$1.29M 0.2%
4,478
+1,732
139
$1.29M 0.2%
4,735
+165
140
$1.25M 0.2%
13,270
+1,199
141
$1.24M 0.19%
18,290
+2,829
142
$1.23M 0.19%
76,668
+12,900
143
$1.22M 0.19%
9,501
+1,251
144
$1.22M 0.19%
34,905
-16,023
145
$1.22M 0.19%
19,892
-752
146
$1.22M 0.19%
4,457
-561
147
$1.2M 0.19%
13,675
148
$1.18M 0.18%
11,005
+1,041
149
$1.17M 0.18%
22,407
+2,701
150
$1.16M 0.18%
72,772
-1,418
4 5
6
7 8