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
$418M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.49M
3
+$4.25M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$4.22M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.3M

Top Sells

1
+$5.81M
2
+$4.72M
3
+$4.69M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$4.55M
5
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$2.82M

Sector Composition

1 Technology 9.62%
2 Financials 7.31%
3 Industrials 6.77%
4 Healthcare 6.57%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.62M 0.86%
158,048
+2,914
27
$3.49M 0.83%
31,669
-3,509
28
$3.37M 0.8%
33,080
-56,997
29
$3.32M 0.79%
17,090
+1,664
30
$3.32M 0.79%
65,733
-80
31
$3.31M 0.79%
72,750
-732
32
$3.26M 0.78%
34,015
-45
33
$3.26M 0.78%
29,931
-87
34
$3.11M 0.74%
53,362
+3,362
35
$3.11M 0.74%
55,292
+3,054
36
$3.1M 0.74%
22,531
+16,718
37
$3.07M 0.73%
53,055
+739
38
$2.99M 0.72%
46,316
39
$2.96M 0.71%
48,488
+788
40
$2.92M 0.7%
49,849
41
$2.9M 0.69%
82,569
+893
42
$2.87M 0.69%
118,280
-3,069
43
$2.78M 0.66%
9,402
+105
44
$2.73M 0.65%
31,834
+446
45
$2.72M 0.65%
10,909
-1,141
46
$2.67M 0.64%
107,466
+56,078
47
$2.62M 0.62%
23,293
+40
48
$2.51M 0.6%
44,380
+1,640
49
$2.48M 0.59%
103,800
+63,478
50
$2.45M 0.58%
22,688
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