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
201
$702K 0.11%
15,596
+1,836
202
$700K 0.11%
6,459
+2,271
203
$699K 0.11%
24,618
+2,358
204
$698K 0.11%
14,245
-39,237
205
$697K 0.11%
5,846
-1,674
206
$688K 0.11%
4,950
-95
207
$685K 0.11%
8,455
+972
208
$684K 0.11%
23,294
209
$671K 0.11%
9,378
-325
210
$670K 0.11%
13,726
-4,111
211
$660K 0.1%
11,118
-1,187
212
$654K 0.1%
7,474
-509
213
$653K 0.1%
13,353
+303
214
$651K 0.1%
17,143
+3,790
215
$649K 0.1%
8,774
-221
216
$643K 0.1%
5,022
+131
217
$642K 0.1%
5,080
-103
218
$638K 0.1%
2,885
+21
219
$629K 0.1%
11,247
+2,504
220
$627K 0.1%
12,996
+8,828
221
$625K 0.1%
8,530
+960
222
$623K 0.1%
6,943
+608
223
$617K 0.1%
141,880
-60,240
224
$611K 0.1%
4,485
-243
225
$610K 0.1%
11,023
+437
7 8
9
10 11