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
326
$347K 0.05%
4,145
+1,081
327
$342K 0.05%
+23,420
328
$337K 0.05%
7,072
+1,304
329
$337K 0.05%
3,630
-25
330
$335K 0.05%
11,089
-2,375
331
$332K 0.05%
+3,089
332
$331K 0.05%
+8,334
333
$331K 0.05%
6,141
+351
334
$327K 0.05%
+755
335
$326K 0.05%
+3,785
336
$325K 0.05%
1,848
+70
337
$324K 0.05%
12,249
338
$321K 0.05%
+5,079
339
$319K 0.05%
2,224
+167
340
$318K 0.05%
7,455
+12
341
$316K 0.05%
4,713
-304
342
$316K 0.05%
+11,245
343
$314K 0.05%
6,867
-416
344
$312K 0.05%
+25,170
345
$311K 0.05%
286
+23
346
$311K 0.05%
+7,138
347
$309K 0.05%
+17,175
348
$309K 0.05%
+3,000
349
$307K 0.05%
+7,385
350
$307K 0.05%
2,735
+9
12 13
14
15 16