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
251
$558K 0.08%
2,136
+40
252
$556K 0.08%
10,394
-852
253
$555K 0.08%
9,439
+4,539
254
$554K 0.08%
5,942
+1,377
255
$541K 0.08%
8,475
-1,950
256
$533K 0.08%
4,555
+407
257
$530K 0.08%
8,577
-570
258
$527K 0.08%
+26,816
259
$522K 0.08%
10,110
+3,912
260
$516K 0.08%
11,183
-805
261
$516K 0.08%
3,824
+729
262
$509K 0.08%
6,790
+852
263
$508K 0.08%
10,174
+1,391
264
$506K 0.08%
5,820
+458
265
$505K 0.08%
35,648
-252
266
$504K 0.08%
6,578
+2,851
267
$503K 0.08%
4,499
+1,363
268
$500K 0.08%
+12,910
269
$496K 0.08%
39,840
-9,850
270
$490K 0.07%
3,334
+344
271
$489K 0.07%
17,796
+3,720
272
$488K 0.07%
7,789
+884
273
$484K 0.07%
9,319
+1,182
274
$482K 0.07%
3,624
275
$476K 0.07%
10,137
+397
9 10
11
12 13