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
$402M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.39M
3
+$4.66M
4
JPM icon
JPMorgan Chase
JPM
+$4.4M
5
NEE icon
NextEra Energy
NEE
+$3.93M

Top Sells

1
+$2.69M
2
+$1.63M
3
+$917K
4
BND icon
Vanguard Total Bond Market
BND
+$705K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$622K

Sector Composition

1 Technology 9.13%
2 Financials 7.96%
3 Industrials 7.4%
4 Healthcare 6.88%
5 Consumer Discretionary 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$404K 0.1%
10,518
+105
227
$404K 0.1%
2,796
-5
228
$401K 0.1%
9,175
+50
229
$399K 0.1%
8,526
+2,702
230
$388K 0.1%
+27,022
231
$381K 0.09%
8,405
-5
232
$376K 0.09%
6,754
+1,034
233
$376K 0.09%
7,445
-4
234
$371K 0.09%
6,194
+340
235
$368K 0.09%
7,378
236
$359K 0.09%
2,228
+69
237
$356K 0.09%
11,808
+3,902
238
$355K 0.09%
12,371
+2,961
239
$354K 0.09%
2,039
+4
240
$346K 0.09%
10,494
-348
241
$345K 0.09%
3,593
-220
242
$342K 0.09%
5,253
+1,567
243
$340K 0.08%
3,189
-1,554
244
$340K 0.08%
7,088
245
$337K 0.08%
5,158
-2,750
246
$334K 0.08%
2,940
+428
247
$333K 0.08%
7,231
-5
248
$331K 0.08%
4,972
+642
249
$330K 0.08%
5,572
+266
250
$327K 0.08%
5,018
-165
8 9
10
11 12