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
301
$208K 0.05%
4,494
+13
302
$206K 0.05%
11,250
303
$202K 0.05%
+7,000
304
$201K 0.05%
+2,557
305
$200K 0.05%
+3,162
306
$184K 0.04%
+3,646
307
$122K 0.03%
+31,542
308
$113K 0.03%
11,087
-500
309
$103K 0.02%
14,116
-1,661
310
$77K 0.02%
+15,556
311
$51K 0.01%
3,418
-3,175
312
$36K 0.01%
+20,135
313
$34K 0.01%
+10,273
314
$31K 0.01%
11,445
-1,000
315
$19K ﹤0.01%
536
316
$11K ﹤0.01%
+300
317
$8K ﹤0.01%
12,000
318
$1K ﹤0.01%
1,000
319
– –
-2,248
320
– –
-6,754
321
– –
-2,908
322
– –
-7,550
323
– –
-44,120
324
– –
-1,001
325
– –
-11,671
10 11 12
13
14