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
376
$269K 0.04%
+3,371
377
$266K 0.04%
7,442
-453
378
$265K 0.04%
8,595
-15
379
$265K 0.04%
5,371
-717
380
$263K 0.04%
975
+73
381
$263K 0.04%
+2,073
382
$261K 0.04%
+2,510
383
$261K 0.04%
+4,634
384
$259K 0.04%
4,159
+290
385
$259K 0.04%
+973
386
$258K 0.04%
2,704
-548
387
$257K 0.04%
7,075
+443
388
$251K 0.04%
+1,837
389
$251K 0.04%
11,165
-78,843
390
$248K 0.04%
+1,326
391
$247K 0.04%
+2,075
392
$246K 0.04%
+18,880
393
$244K 0.04%
4,762
394
$243K 0.04%
+3,639
395
$240K 0.04%
+5,698
396
$236K 0.04%
+3,932
397
$236K 0.04%
+7,164
398
$233K 0.04%
+2,871
399
$232K 0.04%
+3,378
400
$229K 0.03%
+7,500
14 15
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