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
$2.09B
AUM Growth
-$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
941
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$22.2M
3
+$15.1M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$13.7M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$11.4M

Top Sells

1
+$12.4M
2
+$10.5M
3
+$8.85M
4
NEE icon
NextEra Energy
NEE
+$8.64M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.3M

Sector Composition

1 Technology 12.9%
2 Healthcare 7.45%
3 Financials 6.37%
4 Consumer Discretionary 4.93%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.97M 0.09%
15,352
-96,477
227
$1.94M 0.09%
35,889
+6,941
228
$1.88M 0.09%
9,160
+816
229
$1.87M 0.09%
17,588
+2,542
230
$1.86M 0.09%
10,229
+2,031
231
$1.84M 0.09%
7,883
-746
232
$1.83M 0.09%
8,749
-105
233
$1.82M 0.09%
+32,278
234
$1.82M 0.09%
28,793
+366
235
$1.82M 0.09%
+46,330
236
$1.81M 0.09%
+34,790
237
$1.81M 0.09%
15,794
-120
238
$1.78M 0.09%
16,781
+5,719
239
$1.78M 0.09%
17,390
+1,436
240
$1.76M 0.08%
+100,394
241
$1.76M 0.08%
59,620
-940
242
$1.75M 0.08%
+7,544
243
$1.74M 0.08%
52,766
-5,706
244
$1.72M 0.08%
45,314
+8,857
245
$1.71M 0.08%
33,848
+143
246
$1.7M 0.08%
57,422
+45,657
247
$1.69M 0.08%
34,340
+5,232
248
$1.69M 0.08%
32,755
+160
249
$1.69M 0.08%
29,952
+34
250
$1.67M 0.08%
23,968
-45,482
8 9
10
11 12