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
276
$1.46M 0.07%
+23,807
277
$1.46M 0.07%
3,018
+1,606
278
$1.45M 0.07%
35,715
-1,672
279
$1.45M 0.07%
54,059
+28,639
280
$1.44M 0.07%
9,597
+127
281
$1.41M 0.07%
30,068
+15,941
282
$1.41M 0.07%
+36,306
283
$1.41M 0.07%
+62,507
284
$1.4M 0.07%
9,370
+2,015
285
$1.4M 0.07%
16,956
+18
286
$1.39M 0.07%
+30,450
287
$1.38M 0.07%
+39,611
288
$1.37M 0.07%
35,273
-22,056
289
$1.37M 0.07%
165,259
+115,673
290
$1.35M 0.06%
43,378
+8,508
291
$1.34M 0.06%
13,615
+5,193
292
$1.33M 0.06%
15,742
+1,336
293
$1.32M 0.06%
+29,458
294
$1.32M 0.06%
108,330
+300
295
$1.31M 0.06%
8,589
-5,854
296
$1.31M 0.06%
+19,847
297
$1.3M 0.06%
11,078
+6,580
298
$1.3M 0.06%
3,713
+861
299
$1.29M 0.06%
4,489
-626
300
$1.29M 0.06%
44,249
+3,515
10 11
12
13 14