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
251
$339K 0.08%
10,426
+1,900
252
$339K 0.08%
+16,261
253
$338K 0.08%
30,548
-9,778
254
$336K 0.08%
+12,249
255
$331K 0.08%
2,336
256
$327K 0.08%
6,931
-5,051
257
$322K 0.08%
2,228
258
$317K 0.08%
1,161
-37
259
$316K 0.08%
11,508
+3,264
260
$310K 0.07%
5,560
+220
261
$306K 0.07%
7,536
-232
262
$304K 0.07%
2,845
-1,198
263
$301K 0.07%
2,227
+139
264
$299K 0.07%
14,706
+86
265
$295K 0.07%
5,260
-178
266
$290K 0.07%
2,734
-1,117
267
$288K 0.07%
11,481
-300
268
$284K 0.07%
1,972
-28
269
$284K 0.07%
4,521
-497
270
$281K 0.07%
1,967
+5
271
$280K 0.07%
2,572
272
$277K 0.07%
4,311
-307
273
$277K 0.07%
6,036
+1,192
274
$276K 0.07%
5,350
-697
275
$275K 0.07%
+21,460
9 10
11
12 13