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
651
$319K 0.02%
+9,881
652
$318K 0.02%
38,020
653
$317K 0.02%
+10,892
654
$316K 0.02%
8,413
655
$313K 0.02%
108,000
656
$308K 0.01%
7,088
+132
657
$308K 0.01%
5,860
-529
658
$307K 0.01%
3,451
+195
659
$306K 0.01%
3,299
-233
660
$306K 0.01%
4,690
661
$305K 0.01%
+7,230
662
$304K 0.01%
5,832
-5,263
663
$304K 0.01%
6,083
+1,703
664
$302K 0.01%
3,236
+856
665
$296K 0.01%
1,815
666
$294K 0.01%
10,809
+753
667
$294K 0.01%
4,319
668
$293K 0.01%
8,090
-4,123
669
$291K 0.01%
+5,559
670
$291K 0.01%
2,822
-5
671
$290K 0.01%
24,869
-4,967
672
$290K 0.01%
2,132
+10
673
$289K 0.01%
3,513
+19
674
$288K 0.01%
1,934
-20
675
$286K 0.01%
5,572
-1,850
25 26
27
28 29