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
426
$204K 0.03%
+2,528
427
$204K 0.03%
+2,625
428
$202K 0.03%
+1,695
429
$200K 0.03%
15,506
-1,820
430
$200K 0.03%
+1,599
431
$180K 0.03%
7,013
-18,455
432
$152K 0.02%
+11,711
433
$113K 0.02%
+10,075
434
$102K 0.02%
+10,649
435
$101K 0.02%
2,797
+377
436
$91K 0.01%
+11,064
437
$75K 0.01%
18,182
+3,502
438
$69K 0.01%
+19,150
439
$55K 0.01%
+1,471
440
$50K 0.01%
+3,122
441
$33K 0.01%
+15,475
442
$28K ﹤0.01%
12,218
-3,700
443
$26K ﹤0.01%
11,445
444
$14K ﹤0.01%
+60
445
$10K ﹤0.01%
12,000
-1,000
446
$7K ﹤0.01%
+300
447
$4K ﹤0.01%
+10,000
448
– –
0
449
– –
-2,200
450
– –
-3,796
15 16 17
18
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