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
876
– –
-18,228
877
– –
-12,712
878
– –
-42,121
879
– –
-368
880
– –
-5,035
881
– –
-25,286
882
– –
-852
883
– –
-10,936
884
– –
-48,709
885
– –
-37,380
886
– –
-3,264
887
– –
-1,625
888
– –
-9,413
889
– –
-24,633
890
– –
-4,378
891
– –
-31,817
892
– –
-215
893
– –
-13,997
894
– –
-1,350
895
– –
-7,963
896
– –
-2,285
897
– –
-10,896
898
– –
-29,952
899
– –
-1,310
900
– –
-6,746
34 35
36
37 38