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
$168M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1 +$5.4M
2 +$3.13M
3 +$3.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.04M
5
T icon
AT&T
T
+$3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.3%
2 Communication Services 5.62%
3 Technology 4.7%
4 Healthcare 4.56%
5 Consumer Discretionary 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$133K 0.08%
+103
227
$119K 0.07%
+14,510
228
$116K 0.07%
+42,760
229
$100K 0.06%
+35
230
$47K 0.03%
+2,736
231
$38K 0.02%
+2,450
232
$35K 0.02%
+2,423
233
$25K 0.01%
+421
234
$20K 0.01%
+247
235
$10K 0.01%
+216
236
$9K 0.01%
+89
237
$8K ﹤0.01%
+12,000
238
$7K ﹤0.01%
+27
239
$1K ﹤0.01%
+500
240
0