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
351
$1.04M 0.05%
28,924
-5,421
352
$1.04M 0.05%
15,794
+13,268
353
$1.04M 0.05%
70,137
+11,706
354
$1.04M 0.05%
+19,003
355
$1.04M 0.05%
12,930
+916
356
$1.03M 0.05%
+30,531
357
$1.03M 0.05%
39,550
+2,650
358
$1.03M 0.05%
+20,215
359
$1.03M 0.05%
3,436
-512
360
$1.02M 0.05%
177,685
-2,262
361
$1.01M 0.05%
57,687
-26
362
$1.01M 0.05%
+5,955
363
$1.01M 0.05%
36,817
+28,484
364
$1M 0.05%
+66,430
365
$1M 0.05%
50,396
+11,624
366
$1M 0.05%
16,129
+3,612
367
$994K 0.05%
25,054
+2,388
368
$994K 0.05%
19,808
-141
369
$985K 0.05%
41,247
+3,088
370
$983K 0.05%
28,170
+2,367
371
$980K 0.05%
+8,234
372
$975K 0.05%
86,047
+5,093
373
$974K 0.05%
8,823
+3,959
374
$972K 0.05%
3,942
+21
375
$967K 0.05%
49,464
+10,483
13 14
15
16 17