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
301
$400K 0.06%
5,462
+1,800
302
$399K 0.06%
+16,269
303
$390K 0.06%
15,011
-587
304
$389K 0.06%
15,795
-15,461
305
$381K 0.06%
7,378
306
$381K 0.06%
2,373
+232
307
$381K 0.06%
7,633
308
$380K 0.06%
5,186
309
$378K 0.06%
4,222
-1,832
310
$377K 0.06%
4,602
+609
311
$376K 0.06%
5,300
312
$372K 0.06%
3,294
+15
313
$371K 0.06%
+3,713
314
$369K 0.06%
+3,469
315
$369K 0.06%
4,806
-898
316
$367K 0.06%
6,429
-273
317
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8,502
-53
318
$363K 0.06%
7,291
+2,518
319
$357K 0.05%
+4,700
320
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+2,901
321
$356K 0.05%
8,250
-700
322
$354K 0.05%
+3,849
323
$350K 0.05%
2,115
-96
324
$348K 0.05%
19,137
+5,195
325
$347K 0.05%
15,604
+3,474
11 12
13
14 15