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
276
$273K 0.07%
4,475
+12
277
$269K 0.06%
3,672
+35
278
$267K 0.06%
8,312
+11
279
$267K 0.06%
+5,397
280
$263K 0.06%
18,084
+976
281
$261K 0.06%
1,316
282
$258K 0.06%
+5,918
283
$254K 0.06%
6,086
-20
284
$253K 0.06%
4,577
+70
285
$252K 0.06%
11,850
-1,035
286
$251K 0.06%
5,672
-11
287
$240K 0.06%
6,788
+438
288
$235K 0.06%
5,341
+980
289
$230K 0.05%
2,912
-17
290
$225K 0.05%
4,325
-35
291
$221K 0.05%
+8,697
292
$217K 0.05%
2,317
+70
293
$216K 0.05%
3,119
-1,440
294
$215K 0.05%
3,698
-78,252
295
$214K 0.05%
3,301
296
$213K 0.05%
+8,780
297
$213K 0.05%
+1,745
298
$212K 0.05%
2,502
-242
299
$210K 0.05%
9,530
-38,619
300
$208K 0.05%
4,381
+85
10 11
12
13 14