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
476
$663K 0.03%
11,573
-4
477
$660K 0.03%
20,311
478
$654K 0.03%
4,255
+230
479
$649K 0.03%
27,144
+5,248
480
$649K 0.03%
27,327
-6,651
481
$649K 0.03%
7,676
+1,871
482
$643K 0.03%
13,425
-598
483
$634K 0.03%
7,429
+1,699
484
$633K 0.03%
2,664
485
$627K 0.03%
8,631
-51
486
$625K 0.03%
9,336
+2,110
487
$621K 0.03%
5,896
-101
488
$620K 0.03%
17,110
-1,045
489
$618K 0.03%
21,131
-11,278
490
$618K 0.03%
15,584
-1,419
491
$618K 0.03%
18,140
-2,638
492
$604K 0.03%
3,415
-880
493
$603K 0.03%
+82,772
494
$603K 0.03%
7,781
-1,785
495
$603K 0.03%
16,742
+480
496
$602K 0.03%
+2,859
497
$602K 0.03%
19,448
-238
498
$600K 0.03%
4,032
+44
499
$600K 0.03%
4,635
+1,659
500
$596K 0.03%
11,075
+136
18 19
20
21 22