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
526
$521K 0.02%
14,607
+946
527
$516K 0.02%
57,059
-25,543
528
$516K 0.02%
33,749
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529
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8,393
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530
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36,150
+1,921
531
$514K 0.02%
7,332
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532
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5,101
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533
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13,057
534
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6,492
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535
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536
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537
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538
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-100
539
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+14,119
540
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4,729
541
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21,268
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545
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93,502
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546
$481K 0.02%
4,050
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10,326
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548
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5,685
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549
$473K 0.02%
10,922
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550
$473K 0.02%
9,494
-36
20 21
22
23 24