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
426
$785K 0.04%
31,888
+5,269
427
$782K 0.04%
8,175
-110
428
$780K 0.04%
4,630
-1,279
429
$773K 0.04%
19,267
+1,880
430
$770K 0.04%
32,235
-4,926
431
$764K 0.04%
14,034
+1,766
432
$764K 0.04%
+31,186
433
$763K 0.04%
40,577
+355
434
$763K 0.04%
7,287
+566
435
$762K 0.04%
18,875
-250
436
$761K 0.04%
32,719
-803
437
$758K 0.04%
13,495
-1,276
438
$758K 0.04%
41,780
-350
439
$756K 0.04%
16,745
-12
440
$754K 0.04%
11,839
-591
441
$754K 0.04%
2,310
-513
442
$749K 0.04%
30,731
+7,536
443
$747K 0.04%
10,742
-930
444
$746K 0.04%
9,718
+203
445
$745K 0.04%
29,723
+2,100
446
$739K 0.04%
+30,499
447
$738K 0.04%
26,037
+4,282
448
$738K 0.04%
12,667
+600
449
$737K 0.04%
27,147
+1,894
450
$730K 0.03%
16,398
-433
16 17
18
19 20