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
501
$588K 0.03%
+20,778
502
$587K 0.03%
25,307
-26,530
503
$583K 0.03%
7,290
-1,141
504
$578K 0.03%
8,998
-98
505
$576K 0.03%
2,542
+229
506
$575K 0.03%
3,265
+330
507
$574K 0.03%
11,374
-1,675
508
$573K 0.03%
18,570
509
$568K 0.03%
+42,352
510
$567K 0.03%
6,369
-196
511
$566K 0.03%
12,097
-11,040
512
$564K 0.03%
8,559
-15,489
513
$562K 0.03%
3,469
514
$558K 0.03%
8,601
-688
515
$556K 0.03%
5,844
-117
516
$556K 0.03%
5,607
-1,599
517
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4,534
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518
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21,950
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519
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18,815
+1,252
520
$544K 0.03%
5,211
+520
521
$541K 0.03%
3,124
522
$536K 0.03%
+7,130
523
$535K 0.03%
6,542
-1,373
524
$529K 0.03%
17,171
+906
525
$528K 0.03%
12,567
+39
19 20
21
22 23