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
201
$581K 0.13%
174,080
+10,480
202
$579K 0.13%
21,850
-299
203
$574K 0.13%
7,363
-104
204
$568K 0.12%
+7,724
205
$554K 0.12%
3,295
-2,241
206
$546K 0.12%
4,757
-368
207
$544K 0.12%
4,964
+1,830
208
$541K 0.12%
70,750
-2,955
209
$537K 0.12%
312
-10
210
$537K 0.12%
7,897
-848
211
$532K 0.12%
4,183
-7,053
212
$532K 0.12%
10,425
-300
213
$531K 0.12%
20,880
+9,210
214
$528K 0.12%
11,389
-3,730
215
$522K 0.11%
5,483
-184
216
$515K 0.11%
15,480
+2,232
217
$514K 0.11%
+2,990
218
$510K 0.11%
9,147
+1,070
219
$503K 0.11%
7,603
+265
220
$502K 0.11%
11,211
+5,385
221
$492K 0.11%
6,054
+346
222
$487K 0.11%
4,914
+113
223
$483K 0.11%
+14,250
224
$481K 0.11%
11,988
-2,567
225
$479K 0.1%
+6,958
7 8
9
10 11