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
376
$963K 0.05%
27,941
+10,004
377
$962K 0.05%
10,000
378
$955K 0.05%
85,805
-13,197
379
$948K 0.05%
46,776
-2,061
380
$948K 0.05%
47,524
+1,295
381
$948K 0.05%
9,318
+1,010
382
$942K 0.05%
13,732
-754
383
$934K 0.04%
4,741
+340
384
$932K 0.04%
22,061
+2,194
385
$932K 0.04%
8,339
+631
386
$931K 0.04%
+21,905
387
$931K 0.04%
22,361
-2,711
388
$929K 0.04%
23,418
-13,039
389
$926K 0.04%
15,525
-1,684
390
$913K 0.04%
46,810
+3,260
391
$908K 0.04%
3,329
-528
392
$906K 0.04%
6,428
+635
393
$903K 0.04%
5,238
+1,386
394
$891K 0.04%
98,561
+72,866
395
$884K 0.04%
4,286
-684
396
$882K 0.04%
56,070
-766
397
$879K 0.04%
28,014
-7,841
398
$879K 0.04%
17,554
-4,164
399
$873K 0.04%
3,613
+151
400
$871K 0.04%
8,891
+6,313
14 15
16
17 18