KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
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
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
176
$699K 0.15%
44,895
+16,078
177
$698K 0.15%
35,317
-997
178
$693K 0.15%
9,292
-3,722
179
$661K 0.14%
5,006
-7,188
180
$649K 0.14%
23,768
+1,940
181
$649K 0.14%
17,660
+1,227
182
$646K 0.14%
6,518
+900
183
$639K 0.14%
4,341
+1,706
184
$637K 0.14%
6,683
+1,994
185
$637K 0.14%
19,198
+193
186
$635K 0.14%
2,548
+178
187
$628K 0.14%
20,211
-1,077
188
$623K 0.14%
12,531
189
$615K 0.13%
49,690
-2,950
190
$607K 0.13%
25,468
-4,927
191
$603K 0.13%
9,161
+3,704
192
$601K 0.13%
5,020
+17
193
$596K 0.13%
25,957
+7,878
194
$594K 0.13%
28,638
-787
195
$587K 0.13%
11,246
-5,669
196
$585K 0.13%
4,270
-2,157
197
$585K 0.13%
13,184
+2,136
198
$584K 0.13%
3,690
+960
199
$584K 0.13%
9,639
+500
200
$582K 0.13%
8,424
+72
6 7
8
9 10