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
$418M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.49M
3
+$4.25M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$4.22M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.3M

Top Sells

1
+$5.81M
2
+$4.72M
3
+$4.69M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$4.55M
5
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$2.82M

Sector Composition

1 Technology 9.62%
2 Financials 7.31%
3 Industrials 6.77%
4 Healthcare 6.57%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$402K 0.1%
7,836
-1,798
227
$399K 0.1%
5,405
+152
228
$394K 0.09%
2,940
229
$393K 0.09%
7,274
+2,615
230
$390K 0.09%
3,752
-449
231
$389K 0.09%
15,032
+2,661
232
$388K 0.09%
3,055
233
$388K 0.09%
+2,905
234
$387K 0.09%
10,575
-625
235
$376K 0.09%
+2,756
236
$375K 0.09%
7,378
237
$373K 0.09%
9,722
-16,234
238
$365K 0.09%
+17,484
239
$364K 0.09%
5,223
-349
240
$359K 0.09%
+2,560
241
$357K 0.09%
12,053
+245
242
$356K 0.09%
4,180
-4,445
243
$353K 0.08%
5,159
+1
244
$350K 0.08%
3,310
-283
245
$350K 0.08%
7,447
+2
246
$348K 0.08%
3,172
-17
247
$343K 0.08%
6,748
-480
248
$341K 0.08%
+4,428
249
$340K 0.08%
10,597
+103
250
$340K 0.08%
7,088
8 9
10
11 12