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
276
$472K 0.07%
9,682
-49
277
$464K 0.07%
6,946
+145
278
$453K 0.07%
+6,189
279
$450K 0.07%
+7,398
280
$448K 0.07%
257
-55
281
$448K 0.07%
5,700
+700
282
$436K 0.07%
9,342
+4,716
283
$436K 0.07%
+2,414
284
$435K 0.07%
+15,950
285
$434K 0.07%
7,559
+457
286
$434K 0.07%
4,600
287
$433K 0.07%
7,452
+352
288
$433K 0.07%
45,223
289
$430K 0.07%
2,537
+1,233
290
$428K 0.07%
23,275
+552
291
$425K 0.06%
+3,289
292
$424K 0.06%
2,638
+1,482
293
$424K 0.06%
9,870
+2,491
294
$420K 0.06%
8,403
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295
$418K 0.06%
+9,728
296
$417K 0.06%
+3,432
297
$411K 0.06%
+10,278
298
$407K 0.06%
12,204
+662
299
$405K 0.06%
6,780
+818
300
$401K 0.06%
+4,080
10 11
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