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
176
$849K 0.13%
7,180
+261
177
$848K 0.13%
71,652
+1,608
178
$828K 0.13%
17,470
+428
179
$824K 0.13%
9,363
+377
180
$823K 0.13%
20,802
+4,083
181
$816K 0.13%
18,602
-671
182
$806K 0.13%
17,403
-9,841
183
$777K 0.12%
6,857
-2,659
184
$766K 0.12%
10,844
-1,372
185
$764K 0.12%
10,087
-6,684
186
$759K 0.12%
82,894
+3,028
187
$746K 0.12%
13,227
+2,185
188
$745K 0.12%
11,820
+92
189
$740K 0.12%
3,403
-1,572
190
$737K 0.12%
7,285
+326
191
$735K 0.12%
6,688
+74
192
$733K 0.12%
12,656
-1,757
193
$733K 0.12%
12,581
-233
194
$730K 0.11%
4,570
+234
195
$725K 0.11%
6,938
+1,300
196
$721K 0.11%
3,945
+848
197
$709K 0.11%
8,803
-180
198
$708K 0.11%
8,601
+1,514
199
$707K 0.11%
12,778
+7,877
200
$706K 0.11%
5,850
+511
6 7
8
9 10