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
1
$13.9M 3.03%
1,609,784
+163,552
2
$10.7M 2.34%
62,520
+2,319
3
$8.98M 1.96%
88,454
+5,627
4
$8.09M 1.77%
150,000
5
$6.5M 1.42%
164,768
+2,012
6
$6.46M 1.41%
90,428
+72,456
7
$6.41M 1.4%
65,694
+1,131
8
$6.26M 1.37%
83,400
+9,600
9
$5.92M 1.29%
111,925
+75,528
10
$5.83M 1.27%
45,173
+2,935
11
$5.33M 1.16%
21,319
+4,392
12
$5.19M 1.13%
119,372
+10,204
13
$5.1M 1.11%
234,061
+54,880
14
$4.9M 1.07%
79,113
+603
15
$4.55M 0.99%
29,515
-313
16
$4.54M 0.99%
43,593
+25,094
17
$4.34M 0.95%
38,452
+1,981
18
$4.27M 0.93%
98,592
+6,991
19
$4.25M 0.93%
+84,191
20
$4.18M 0.91%
236,780
-41,407
21
$4.07M 0.89%
123,120
+3,245
22
$4.05M 0.88%
55,561
+711
23
$4.02M 0.88%
43,640
+580
24
$3.88M 0.85%
184,467
+7,213
25
$3.88M 0.85%
179,961
+17,872
1
2 3 4 5