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
$418M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.49M
3
+$4.25M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$4.22M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.3M

Top Sells

1
+$5.81M
2
+$4.72M
3
+$4.69M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$4.55M
5
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$2.82M

Sector Composition

1 Technology 9.62%
2 Financials 7.31%
3 Industrials 6.77%
4 Healthcare 6.57%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.42M 0.58%
17,274
+3,954
52
$2.4M 0.57%
14,598
+299
53
$2.37M 0.57%
68,762
+3,688
54
$2.31M 0.55%
45,184
+6,763
55
$2.31M 0.55%
14,651
-1,006
56
$2.29M 0.55%
90,326
+1,248
57
$2.26M 0.54%
21,760
+1,218
58
$2.14M 0.51%
43,051
+379
59
$2.11M 0.5%
11,314
-164
60
$2.11M 0.5%
13,531
61
$2.09M 0.5%
42,826
-337
62
$2.02M 0.48%
97,615
-2,325
63
$2M 0.48%
15,114
-1,680
64
$1.99M 0.48%
56,929
+159
65
$1.97M 0.47%
14,240
-1,968
66
$1.96M 0.47%
29,720
+2,260
67
$1.95M 0.46%
37,043
+753
68
$1.92M 0.46%
17,992
+963
69
$1.88M 0.45%
66,554
+29,366
70
$1.87M 0.45%
18,266
+709
71
$1.84M 0.44%
4,701
+775
72
$1.76M 0.42%
21,842
+1
73
$1.75M 0.42%
11,253
-1,011
74
$1.72M 0.41%
16,952
+1,429
75
$1.69M 0.4%
15,922
-2,985
1 2
3
4 5