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
251
$326K 0.08%
5,186
252
$318K 0.08%
1,198
-1,461
253
$318K 0.08%
6,047
-691
254
$314K 0.08%
2,336
+25
255
$313K 0.08%
4,559
-190
256
$301K 0.07%
7,768
-212
257
$301K 0.07%
5,438
+805
258
$296K 0.07%
11,781
+1,500
259
$294K 0.07%
+1,962
260
$291K 0.07%
2,000
+216
261
$287K 0.07%
4,618
-411
262
$285K 0.07%
4,507
263
$280K 0.07%
2,572
264
$278K 0.07%
2,088
+63
265
$277K 0.07%
14,620
+2,620
266
$275K 0.07%
5,340
+160
267
$274K 0.07%
6,106
+1,458
268
$270K 0.07%
4,463
+428
269
$270K 0.07%
2,330
-1,394
270
$268K 0.07%
3,637
+136
271
$265K 0.07%
8,301
+1,083
272
$262K 0.07%
+1,316
273
$258K 0.06%
+3,423
274
$257K 0.06%
+5,166
275
$256K 0.06%
5,683
+269
9 10
11
12 13