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
26
$4.64M 0.71%
200,542
+16,075
27
$4.61M 0.7%
203,587
-30,474
28
$4.54M 0.69%
243,524
+6,744
29
$4.42M 0.67%
26,495
+10,727
30
$4.33M 0.66%
54,050
+592
31
$4.32M 0.66%
58,138
+14,298
32
$4.3M 0.65%
35,079
+4,160
33
$4.22M 0.64%
113,357
+1,327
34
$4.14M 0.63%
51,735
+2,934
35
$4.02M 0.61%
169,571
-10,390
36
$4M 0.61%
+60,453
37
$3.97M 0.6%
37,704
+2,963
38
$3.93M 0.6%
32,177
+9,661
39
$3.92M 0.6%
25,081
+8,014
40
$3.78M 0.57%
41,472
+8,221
41
$3.78M 0.57%
125,506
+26,914
42
$3.77M 0.57%
27,134
+2,588
43
$3.75M 0.57%
10,517
+4,077
44
$3.72M 0.57%
47,084
+314
45
$3.69M 0.56%
91,471
+9,314
46
$3.61M 0.55%
32,925
+2,747
47
$3.56M 0.54%
50,201
+263
48
$3.5M 0.53%
17,420
+1,497
49
$3.42M 0.52%
26,736
+91
50
$3.41M 0.52%
7,976
+85
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