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
$168M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.13M
3
+$3.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.04M
5
T icon
AT&T
T
+$3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.3%
2 Communication Services 5.62%
3 Technology 4.7%
4 Healthcare 4.56%
5 Consumer Discretionary 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.84%
+36,018
27
$1.39M 0.82%
+28,828
28
$1.33M 0.79%
+20,226
29
$1.33M 0.79%
+56,593
30
$1.31M 0.77%
+87,466
31
$1.29M 0.77%
+9,769
32
$1.27M 0.76%
+32,910
33
$1.26M 0.75%
+54,317
34
$1.26M 0.75%
+13,224
35
$1.25M 0.74%
+165,680
36
$1.21M 0.72%
+10,656
37
$1.2M 0.71%
+14,669
38
$1.19M 0.71%
+47,188
39
$1.18M 0.7%
+13,300
40
$1.18M 0.7%
+32,395
41
$1.17M 0.69%
+74,214
42
$1.16M 0.69%
+10,674
43
$1.16M 0.69%
+27,280
44
$1.15M 0.68%
+26,273
45
$1.1M 0.65%
+5,079
46
$1.09M 0.65%
+90,120
47
$1.04M 0.62%
+23,559
48
$1.03M 0.61%
+69,369
49
$1.02M 0.61%
+8,313
50
$992K 0.59%
+28,136
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2
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