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
326
$1.16M 0.06%
14,609
+29
327
$1.16M 0.06%
18,784
-4,173
328
$1.16M 0.06%
12,059
-328
329
$1.16M 0.06%
12,298
-262
330
$1.15M 0.06%
+50,954
331
$1.15M 0.06%
18,033
-2,035
332
$1.13M 0.05%
47,036
-3,298
333
$1.12M 0.05%
12,295
+4,638
334
$1.11M 0.05%
23,563
-7,707
335
$1.11M 0.05%
29,160
+100
336
$1.11M 0.05%
12,496
+1,233
337
$1.11M 0.05%
2,326
-943
338
$1.1M 0.05%
+33,329
339
$1.1M 0.05%
+14,110
340
$1.1M 0.05%
23,826
-2,868
341
$1.09M 0.05%
3,542
-2,359
342
$1.08M 0.05%
16,667
-1,122
343
$1.07M 0.05%
16,487
+3,338
344
$1.07M 0.05%
7,822
-51,437
345
$1.07M 0.05%
3,616
+146
346
$1.07M 0.05%
22,307
+16,018
347
$1.06M 0.05%
63,275
-377
348
$1.06M 0.05%
13,829
-2,128
349
$1.05M 0.05%
9,284
-276
350
$1.05M 0.05%
50,163
+2,430
12 13
14
15 16