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
$657M
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.1M
3
+$7.88M
4
ORCL icon
Oracle
ORCL
+$6.67M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$5.22M

Top Sells

1
+$4.07M
2
+$3.19M
3
+$2.59M
4
ABBV icon
AbbVie
ABBV
+$1.96M
5
WBIH
WBI BullBear Global High Income ETF
WBIH
+$1.77M

Sector Composition

1 Technology 10.81%
2 Consumer Discretionary 7.02%
3 Financials 5.74%
4 Healthcare 5.44%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.2M 0.49%
30,177
+152
52
$3.18M 0.48%
49,770
-1,623
53
$3.1M 0.47%
10,331
+367
54
$3.06M 0.47%
65,833
+151
55
$3.03M 0.46%
19,089
+5,840
56
$2.9M 0.44%
50,000
57
$2.9M 0.44%
76,585
+28,205
58
$2.81M 0.43%
14,799
+12,933
59
$2.81M 0.43%
64,978
+86
60
$2.8M 0.43%
16,098
+1,297
61
$2.77M 0.42%
85,343
+54,396
62
$2.77M 0.42%
69,205
+61,386
63
$2.74M 0.42%
101,868
+14,236
64
$2.71M 0.41%
17,954
+7,425
65
$2.64M 0.4%
10,158
-1,379
66
$2.6M 0.4%
13,626
+56
67
$2.59M 0.39%
44,060
-3,080
68
$2.51M 0.38%
46,514
+253
69
$2.48M 0.38%
39,376
+7,001
70
$2.47M 0.38%
+15,460
71
$2.41M 0.37%
15,719
+6,474
72
$2.38M 0.36%
56,054
+11,517
73
$2.38M 0.36%
73,919
-5,385
74
$2.35M 0.36%
24,680
+1,048
75
$2.33M 0.35%
21,663
-1,519
1 2
3
4 5