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
26
$13.1M 0.63%
58,407
-6,987
27
$12.9M 0.62%
114,902
+10,479
28
$12.7M 0.61%
88,671
-6,164
29
$12.7M 0.61%
490,348
+15,398
30
$12.5M 0.6%
48,811
+33,024
31
$12.2M 0.58%
161,545
+56,384
32
$12M 0.58%
155,543
-111,595
33
$11.8M 0.56%
224,842
+14,026
34
$11.2M 0.54%
377,013
+1,604
35
$11M 0.53%
101,536
-5,179
36
$10.9M 0.52%
112,120
-31,822
37
$10.8M 0.52%
454,715
+66,490
38
$10.7M 0.51%
175,711
+53,659
39
$10.7M 0.51%
43,772
+1,121
40
$10.5M 0.5%
111,267
+55,557
41
$10.5M 0.5%
95,900
-47,920
42
$9.89M 0.47%
115,538
+14,702
43
$9.89M 0.47%
68,779
-19,829
44
$9.8M 0.47%
28,267
+2,047
45
$9.63M 0.46%
223,610
+187,703
46
$9.35M 0.45%
17,208
+1,055
47
$9.21M 0.44%
29,204
+15,599
48
$9.02M 0.43%
118,107
+19,154
49
$8.99M 0.43%
126,105
+105,800
50
$8.95M 0.43%
209,959
+7,151
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