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
601
$368K 0.02%
8,449
-6,663
602
$365K 0.02%
+12,089
603
$365K 0.02%
11,827
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604
$361K 0.02%
3,282
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$361K 0.02%
7,505
-7,652
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3,878
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607
$358K 0.02%
7,231
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608
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609
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4,349
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610
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611
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612
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613
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614
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615
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16,899
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$344K 0.02%
14,243
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$342K 0.02%
14,465
623
$341K 0.02%
7,712
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$340K 0.02%
5,387
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625
$340K 0.02%
7,839
-4,800
23 24
25
26 27