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
251
$1.67M 0.08%
24,448
+12,493
252
$1.67M 0.08%
40,097
+1,609
253
$1.66M 0.08%
4,315
-1,138
254
$1.59M 0.08%
7,148
+3,463
255
$1.59M 0.08%
7,371
-40
256
$1.58M 0.08%
+112,452
257
$1.58M 0.08%
25,240
+3,650
258
$1.57M 0.08%
67,262
-17,670
259
$1.57M 0.08%
73,689
+10,304
260
$1.57M 0.08%
5,961
-538
261
$1.56M 0.07%
22,335
-13,948
262
$1.56M 0.07%
7,911
+3,319
263
$1.56M 0.07%
9,206
+4,390
264
$1.56M 0.07%
62,240
+670
265
$1.54M 0.07%
10,160
-455
266
$1.53M 0.07%
72,130
+8,570
267
$1.51M 0.07%
18,986
+1,210
268
$1.51M 0.07%
30,032
269
$1.5M 0.07%
48,203
+18,739
270
$1.5M 0.07%
36,602
-4,036
271
$1.49M 0.07%
45,736
+4,483
272
$1.48M 0.07%
41,326
-184
273
$1.48M 0.07%
33,570
+24,774
274
$1.48M 0.07%
15,341
-33
275
$1.46M 0.07%
3,536
+1,481
9 10
11
12 13