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
51
$8.94M 0.43%
24,420
-3,858
52
$8.68M 0.42%
52,573
-2,202
53
$8.66M 0.41%
20,146
+5,541
54
$8.48M 0.41%
77,840
-76,160
55
$8.41M 0.4%
49,911
+36
56
$8.33M 0.4%
57,019
+2,585
57
$8.32M 0.4%
119,119
-1,426
58
$8.21M 0.39%
53,422
+16,636
59
$8.13M 0.39%
21,562
-1,265
60
$8M 0.38%
24,664
-27,294
61
$7.88M 0.38%
214,028
+17,932
62
$7.83M 0.37%
15,248
+4,159
63
$7.61M 0.36%
20,072
+6,153
64
$7.58M 0.36%
433,200
+356,120
65
$7.57M 0.36%
66,415
+8,453
66
$7.5M 0.36%
65,864
+3,908
67
$7.44M 0.36%
22,068
-341
68
$7.39M 0.35%
61,939
+11,295
69
$7.28M 0.35%
79,832
+17,833
70
$7.26M 0.35%
34,052
+2,641
71
$7.25M 0.35%
32,322
+3,357
72
$7.17M 0.34%
29,041
+2,885
73
$7.05M 0.34%
118,708
+14,186
74
$6.91M 0.33%
54,105
-1,969
75
$6.82M 0.33%
24,994
+2,871
1 2
3
4 5