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
$657M
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.1M
3
+$7.88M
4
ORCL icon
Oracle
ORCL
+$6.67M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$5.22M

Top Sells

1
+$4.07M
2
+$3.19M
3
+$2.59M
4
ABBV icon
AbbVie
ABBV
+$1.96M
5
WBIH
WBI BullBear Global High Income ETF
WBIH
+$1.77M

Sector Composition

1 Technology 10.81%
2 Consumer Discretionary 7.02%
3 Financials 5.74%
4 Healthcare 5.44%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$658K 0.1%
9,703
+64
227
$655K 0.1%
+38,500
228
$649K 0.1%
+16,026
229
$643K 0.1%
+18,540
230
$640K 0.1%
11,862
+5,713
231
$636K 0.1%
16,482
+1,002
232
$632K 0.1%
+12,224
233
$629K 0.1%
3,453
+703
234
$626K 0.1%
4,819
+62
235
$620K 0.09%
+25,082
236
$618K 0.09%
17,674
+8,091
237
$610K 0.09%
+10,582
238
$599K 0.09%
5,264
+350
239
$595K 0.09%
5,517
+34
240
$583K 0.09%
4,495
+2,602
241
$583K 0.09%
+4,584
242
$580K 0.09%
6,728
+1,081
243
$579K 0.09%
27,547
-1,091
244
$572K 0.09%
5,145
+2,573
245
$569K 0.09%
3,404
+327
246
$567K 0.09%
+11,281
247
$567K 0.09%
6,416
-16,230
248
$563K 0.09%
+10,092
249
$563K 0.09%
+15,495
250
$560K 0.09%
12,988
+2,448
8 9
10
11 12