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
751
$213K 0.01%
1,217
-3,796
752
$212K 0.01%
4,116
+326
753
$212K 0.01%
720
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754
$210K 0.01%
1,051
-282
755
$208K 0.01%
1,347
+73
756
$207K 0.01%
4,088
-4,178
757
$207K 0.01%
+7,652
758
$207K 0.01%
23,015
-66,903
759
$207K 0.01%
1,779
-40,380
760
$206K 0.01%
2,709
+20
761
$204K 0.01%
2,732
-32,696
762
$204K 0.01%
11,927
-5
763
$202K 0.01%
5,432
-2,040
764
$201K 0.01%
3,204
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$196K 0.01%
53,823
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$189K 0.01%
14,451
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771
$183K 0.01%
+61,500
772
$174K 0.01%
12,300
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773
$173K 0.01%
13,791
+1,910
774
$160K 0.01%
22,948
+7,926
775
$158K 0.01%
25,169
+1,079
29 30
31
32 33