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
301
$1.28M 0.06%
36,895
+1,986
302
$1.28M 0.06%
10,072
-1,499
303
$1.28M 0.06%
10,131
+2,383
304
$1.26M 0.06%
88,188
+1,605
305
$1.26M 0.06%
721
-1,135
306
$1.25M 0.06%
33,814
+288
307
$1.24M 0.06%
21,810
-841
308
$1.24M 0.06%
77,984
+1,772
309
$1.24M 0.06%
+49,920
310
$1.23M 0.06%
15,521
-7,298
311
$1.23M 0.06%
+34,909
312
$1.23M 0.06%
38,990
+10,054
313
$1.22M 0.06%
26,388
-850
314
$1.22M 0.06%
+54,605
315
$1.22M 0.06%
25,670
+5,197
316
$1.21M 0.06%
29,653
+3,830
317
$1.21M 0.06%
34,513
+150
318
$1.21M 0.06%
26,614
-1,170
319
$1.2M 0.06%
30,137
+2,109
320
$1.2M 0.06%
+21,018
321
$1.19M 0.06%
33,121
+10,083
322
$1.19M 0.06%
18,773
-4,442
323
$1.18M 0.06%
49,880
+714
324
$1.18M 0.06%
35,730
-2,700
325
$1.17M 0.06%
32,612
-2,468
11 12
13
14 15