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
151
$831K 0.18%
27,290
+12
152
$823K 0.18%
33,494
-32,411
153
$815K 0.18%
29,994
+9,732
154
$814K 0.18%
81,480
+9,732
155
$810K 0.18%
3,977
+251
156
$807K 0.18%
13,811
+994
157
$805K 0.18%
9,327
+2,704
158
$802K 0.18%
17,487
+3,182
159
$802K 0.18%
16,236
-2,186
160
$793K 0.17%
9,761
+173
161
$785K 0.17%
17,028
+30
162
$783K 0.17%
16,928
+56
163
$776K 0.17%
16,577
-2,751
164
$769K 0.17%
3,437
-150
165
$762K 0.17%
16,851
-1,957
166
$759K 0.17%
30,818
-32,478
167
$755K 0.16%
53,453
+10,666
168
$751K 0.16%
31,256
+8,219
169
$745K 0.16%
17,286
-747
170
$744K 0.16%
8,843
-961
171
$714K 0.16%
18,241
+478
172
$707K 0.15%
10,553
+374
173
$705K 0.15%
9,512
+171
174
$704K 0.15%
27,665
+811
175
$702K 0.15%
4,704
-111
5 6
7
8 9