KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.13M
3
+$3.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.04M
5
T icon
AT&T
T
+$3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.3%
2 Communication Services 5.62%
3 Technology 4.7%
4 Healthcare 4.56%
5 Consumer Discretionary 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$990K 0.59%
+19,549
52
$988K 0.59%
+11,209
53
$978K 0.58%
+8,826
54
$975K 0.58%
+8,564
55
$967K 0.57%
+7,035
56
$937K 0.56%
+34,968
57
$883K 0.52%
+26,115
58
$866K 0.51%
+28,278
59
$864K 0.51%
+54,900
60
$848K 0.5%
+15,083
61
$840K 0.5%
+25,091
62
$839K 0.5%
+11,754
63
$838K 0.5%
+8,289
64
$830K 0.49%
+10,241
65
$811K 0.48%
+29,880
66
$800K 0.47%
+44,630
67
$795K 0.47%
+15,321
68
$788K 0.47%
+6,667
69
$787K 0.47%
+13,710
70
$786K 0.47%
+27,648
71
$785K 0.47%
+27,047
72
$772K 0.46%
+7,860
73
$769K 0.46%
+17,896
74
$743K 0.44%
+15,067
75
$734K 0.44%
+31,989
1 2
3
4 5