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
301
$66K 0.02%
6,593
-3,240
302
$40K 0.01%
+44,120
303
$18K ﹤0.01%
+536
304
$16K ﹤0.01%
2,908
-1,759
305
$13K ﹤0.01%
+196
306
$11K ﹤0.01%
12,445
-7,000
307
$9K ﹤0.01%
+1,958
308
$7K ﹤0.01%
12,000
309
$3K ﹤0.01%
1,000
310
– –
-2,103
311
– –
-13,570
312
– –
-4,357
313
– –
-6,740
314
– –
-1,436
315
– –
-2,677
316
– –
-1,350
317
– –
-6,846
318
– –
-6,849
319
– –
-200
320
– –
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321
– –
-8,719
322
– –
-5,381
323
– –
-2,142
324
– –
-16,338
325
– –
-1,692
10 11 12
13
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