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
276
$250K 0.06%
17,108
+2,233
277
$250K 0.06%
6,350
+670
278
$244K 0.06%
+4,659
279
$240K 0.06%
1,001
+137
280
$239K 0.06%
12,885
+1,398
281
$237K 0.06%
3,301
+149
282
$235K 0.06%
1,601
-194
283
$233K 0.06%
2,247
-21
284
$233K 0.06%
+5,575
285
$232K 0.06%
+11,671
286
$232K 0.06%
4,296
-235
287
$227K 0.06%
2,929
-5,362
288
$226K 0.06%
8,244
-738
289
$222K 0.06%
9,063
+402
290
$220K 0.05%
4,360
-1,149
291
$217K 0.05%
3,148
-1,806
292
$214K 0.05%
2,744
-18
293
$214K 0.05%
+4,844
294
$213K 0.05%
2,248
+8
295
$211K 0.05%
+1,884
296
$202K 0.05%
11,250
297
$200K 0.05%
4,361
-1,889
298
$200K 0.05%
4,481
-1,411
299
$126K 0.03%
15,777
+1,385
300
$125K 0.03%
11,587
10 11
12
13 14