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
401
$228K 0.03%
+3,204
402
$227K 0.03%
2,778
-255
403
$227K 0.03%
+1,250
404
$226K 0.03%
+4,321
405
$226K 0.03%
+12,600
406
$225K 0.03%
+6,468
407
$225K 0.03%
12,857
408
$225K 0.03%
+3,867
409
$224K 0.03%
+1,237
410
$224K 0.03%
2,235
-812
411
$222K 0.03%
+2,427
412
$222K 0.03%
+5,992
413
$222K 0.03%
+11,250
414
$222K 0.03%
+5,425
415
$220K 0.03%
7,203
+95
416
$219K 0.03%
+7,829
417
$219K 0.03%
+7,875
418
$217K 0.03%
+1,810
419
$215K 0.03%
+11,622
420
$212K 0.03%
+11,370
421
$210K 0.03%
+2,480
422
$208K 0.03%
+1,324
423
$207K 0.03%
+1,266
424
$205K 0.03%
+3,974
425
$205K 0.03%
+7,000
15 16
17
18 19