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
351
$307K 0.05%
+5,823
352
$307K 0.05%
+10,330
353
$307K 0.05%
2,717
-2,247
354
$306K 0.05%
+11,014
355
$304K 0.05%
1,728
+116
356
$303K 0.05%
+10,419
357
$303K 0.05%
8,471
+89
358
$301K 0.05%
+14,560
359
$301K 0.05%
2,768
360
$297K 0.05%
1,125
361
$290K 0.04%
+1,503
362
$285K 0.04%
17,054
+99
363
$284K 0.04%
+11,570
364
$283K 0.04%
+5,463
365
$282K 0.04%
+1,709
366
$282K 0.04%
+2,279
367
$282K 0.04%
+2,798
368
$281K 0.04%
14,350
-650
369
$281K 0.04%
5,000
-200
370
$278K 0.04%
4,169
-1,521
371
$275K 0.04%
21,087
+1,027
372
$275K 0.04%
+2,992
373
$274K 0.04%
+4,250
374
$270K 0.04%
+4,266
375
$269K 0.04%
4,920
-32
13 14
15
16 17