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
151
$1.15M 0.18%
13,363
+559
152
$1.13M 0.18%
5,200
-164
153
$1.11M 0.18%
18,300
+1,280
154
$1.08M 0.17%
26,467
+5,065
155
$1.05M 0.16%
13,985
-930
156
$1.03M 0.16%
6,187
-598
157
$1.03M 0.16%
27,019
+1
158
$1.02M 0.16%
10,044
+779
159
$1.01M 0.16%
35,820
-28,365
160
$994K 0.16%
17,820
-728
161
$988K 0.16%
52,425
-1,467
162
$977K 0.15%
8,901
+328
163
$964K 0.15%
36,547
+6,601
164
$936K 0.15%
15,273
-100
165
$932K 0.15%
6,564
+362
166
$915K 0.14%
12,564
+8,617
167
$909K 0.14%
4,727
+2,637
168
$901K 0.14%
4,550
-79
169
$887K 0.14%
50,659
-2,695
170
$884K 0.14%
9,223
+47
171
$881K 0.14%
38,166
+7,674
172
$867K 0.14%
8,370
+50
173
$865K 0.14%
9,625
174
$857K 0.13%
7,798
+1,176
175
$854K 0.13%
5,755
+492
5 6
7
8 9