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
801
$33K ﹤0.01%
10,597
-3,915
802
$17K ﹤0.01%
+896
803
$16K ﹤0.01%
15,000
-7,200
804
$15K ﹤0.01%
13,578
805
$13K ﹤0.01%
1,224
806
$12K ﹤0.01%
11,000
807
$5K ﹤0.01%
20
-1
808
– –
-802
809
– –
-11,074
810
– –
-23,222
811
– –
-14,102
812
– –
-14,452
813
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814
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-15,864
815
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816
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817
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818
– –
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819
– –
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820
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821
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-5,235
822
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823
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824
– –
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825
– –
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31 32
33
34 35