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
401
$865K 0.04%
17,455
-42,474
402
$865K 0.04%
14,694
+5,990
403
$854K 0.04%
3,816
+710
404
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11,306
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405
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+9,791
406
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17,678
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407
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75,289
+4,954
408
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33,070
-252
409
$842K 0.04%
8,287
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410
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411
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46,887
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412
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121,030
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413
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2,766
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414
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5,324
-1,826
415
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17,470
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416
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418
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419
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28,616
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420
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4,077
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421
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14,350
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422
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9,313
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423
$792K 0.04%
13,453
+1,329
424
$791K 0.04%
11,113
+8,490
425
$786K 0.04%
17,075
+810
15 16
17
18 19