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
$402M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.39M
3
+$4.66M
4
JPM icon
JPMorgan Chase
JPM
+$4.4M
5
NEE icon
NextEra Energy
NEE
+$3.93M

Top Sells

1
+$2.69M
2
+$1.63M
3
+$917K
4
BND icon
Vanguard Total Bond Market
BND
+$705K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$622K

Sector Composition

1 Technology 9.13%
2 Financials 7.96%
3 Industrials 7.4%
4 Healthcare 6.88%
5 Consumer Discretionary 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.59M 0.89%
155,134
+37,086
27
$3.42M 0.85%
+65,813
28
$3.36M 0.83%
+73,482
29
$3.33M 0.83%
54,027
+47,783
30
$3.28M 0.82%
28,760
+20,710
31
$3.28M 0.81%
30,018
+21,393
32
$3.27M 0.81%
121,349
+30,793
33
$3.14M 0.78%
9,297
+8,524
34
$3.1M 0.77%
34,060
+29,282
35
$2.94M 0.73%
67,887
-7,475
36
$2.94M 0.73%
49,849
+46,044
37
$2.92M 0.73%
12,050
+2,553
38
$2.9M 0.72%
46,316
+40,322
39
$2.87M 0.71%
52,238
+17,588
40
$2.86M 0.71%
47,700
+38,254
41
$2.74M 0.68%
81,676
+4,996
42
$2.72M 0.68%
52,316
+42,976
43
$2.63M 0.65%
14,299
+10,850
44
$2.52M 0.63%
31,388
+25,437
45
$2.5M 0.62%
43,163
+33,350
46
$2.49M 0.62%
+22,688
47
$2.46M 0.61%
15,426
+730
48
$2.41M 0.6%
15,657
+1,492
49
$2.38M 0.59%
+50,000
50
$2.35M 0.58%
99,940
+22,045
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