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
$402M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.39M
3
+$4.66M
4
JPM icon
JPMorgan Chase
JPM
+$4.4M
5
NEE icon
NextEra Energy
NEE
+$3.93M

Top Sells

1
+$2.69M
2
+$1.63M
3
+$917K
4
BND icon
Vanguard Total Bond Market
BND
+$705K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$622K

Sector Composition

1 Technology 9.13%
2 Financials 7.96%
3 Industrials 7.4%
4 Healthcare 6.88%
5 Consumer Discretionary 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.29M 0.57%
11,478
+857
52
$2.27M 0.56%
89,078
+1,370
53
$2.25M 0.56%
16,208
+13,626
54
$2.23M 0.55%
23,253
+20,097
55
$2.22M 0.55%
42,672
+33,830
56
$2.22M 0.55%
42,740
+5,300
57
$2.19M 0.54%
65,074
+56,534
58
$2.17M 0.54%
21,841
+19,589
59
$2.15M 0.53%
13,531
+12,043
60
$2.12M 0.53%
20,542
+2,515
61
$2.12M 0.53%
36,290
+4,653
62
$2.03M 0.5%
18,907
-1,423
63
$2.01M 0.5%
16,794
+442
64
$1.99M 0.5%
56,770
-16,879
65
$1.94M 0.48%
38,421
+8,939
66
$1.83M 0.46%
17,029
+5,083
67
$1.81M 0.45%
17,557
+3,533
68
$1.8M 0.45%
12,264
+430
69
$1.79M 0.44%
19,590
+2,637
70
$1.77M 0.44%
13,320
+5,203
71
$1.75M 0.44%
27,460
+3,826
72
$1.63M 0.4%
36,753
-176
73
$1.6M 0.4%
76,031
-9,625
74
$1.6M 0.4%
20,012
-8,823
75
$1.57M 0.39%
15,523
+2,038
1 2
3
4 5