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
776
$150K 0.01%
17,453
+3,054
777
$149K 0.01%
10,996
778
$147K 0.01%
15,064
779
$136K 0.01%
+10,849
780
$135K 0.01%
+11,792
781
$133K 0.01%
+13,900
782
$127K 0.01%
14,197
-7,363
783
$126K 0.01%
+15,820
784
$122K 0.01%
+10,124
785
$122K 0.01%
16,073
786
$116K 0.01%
11,810
787
$113K 0.01%
13,081
-3,056
788
$112K 0.01%
18,078
+4,644
789
$108K 0.01%
2,484
-440
790
$107K 0.01%
1,288
+108
791
$89K ﹤0.01%
11,540
792
$64K ﹤0.01%
+2,259
793
$63K ﹤0.01%
36,001
794
$62K ﹤0.01%
10,360
-1,200
795
$60K ﹤0.01%
+11,530
796
$58K ﹤0.01%
24,000
797
$57K ﹤0.01%
40,065
+1,000
798
$56K ﹤0.01%
12,128
+1,377
799
$54K ﹤0.01%
12,120
800
$35K ﹤0.01%
17,500
-1,500
30 31
32
33 34