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
$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
1
$22M 3.46%
392,836
+1,784
2
$15.6M 2.44%
67,041
+2,351
3
$15.5M 2.44%
111,561
+2,446
4
$14.3M 2.24%
75,514
+494
5
$13.5M 2.13%
155,980
+26,680
6
$9.37M 1.47%
79,586
+1,439
7
$8.81M 1.38%
77,808
+906
8
$8.01M 1.26%
98,317
-19,340
9
$7.52M 1.18%
58,157
+1,724
10
$7.48M 1.18%
128,424
+5,124
11
$6.36M 1%
+35,300
12
$6.33M 0.99%
153,660
+141,768
13
$6.26M 0.98%
77,684
+4,907
14
$6.2M 0.97%
100,877
+12,102
15
$6.09M 0.96%
123,206
+7,697
16
$6.05M 0.95%
20,398
+63
17
$5.83M 0.92%
148,079
+20,707
18
$5.46M 0.86%
193,438
+34,441
19
$5.36M 0.84%
60,669
+1,962
20
$5.36M 0.84%
237,385
+33,874
21
$5.3M 0.83%
93,300
-11,748
22
$5.25M 0.82%
37,805
+10,524
23
$5.23M 0.82%
38,179
+1,645
24
$5.1M 0.8%
485,256
+67,648
25
$5.1M 0.8%
42,615
+7,896
1
2 3 4 5