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
551
$472K 0.02%
11,000
+2,157
552
$470K 0.02%
10,735
+6,425
553
$468K 0.02%
7,762
-2,762
554
$464K 0.02%
4,408
-114
555
$462K 0.02%
28,689
+2,000
556
$460K 0.02%
25,478
+11,874
557
$459K 0.02%
3,409
+54
558
$454K 0.02%
7,935
-1,080
559
$451K 0.02%
6,378
+403
560
$450K 0.02%
1,412
-3,260
561
$446K 0.02%
3,713
-5
562
$446K 0.02%
6,005
-447
563
$445K 0.02%
8,504
+362
564
$444K 0.02%
3,909
-298
565
$442K 0.02%
12,836
+1,019
566
$439K 0.02%
+12,108
567
$434K 0.02%
5,084
+198
568
$433K 0.02%
23,216
-6,923
569
$432K 0.02%
731
+22
570
$431K 0.02%
19,328
-26
571
$426K 0.02%
3,129
-106
572
$425K 0.02%
15,135
+2,572
573
$423K 0.02%
13,374
+6,700
574
$420K 0.02%
9,244
575
$418K 0.02%
3,554
-485
21 22
23
24 25