KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
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
+$23M
2
+$23M
3
+$15.6M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$15.5M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$12.3M

Top Sells

1
+$12.6M
2
+$11.6M
3
+$8.97M
4
NEE icon
NextEra Energy
NEE
+$8.5M
5
LLY icon
Eli Lilly
LLY
+$8.19M

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
– –
-3,264
877
– –
-1,625
878
– –
-9,413
879
– –
-24,633
880
– –
-4,378
881
– –
-31,817
882
– –
-5,235
883
– –
-5,706
884
– –
-25,188
885
– –
-24,592
886
– –
-215
887
– –
-13,997
888
– –
-1,350
889
– –
-7,963
890
– –
-2,285
891
– –
-10,957
892
– –
-6,746
893
– –
-1,422
894
– –
-10,896
895
– –
-29,952
896
– –
-1,310
897
– –
-10,292
898
– –
-3,696
899
– –
-27,008
900
– –
-46,348
34 35
36
37 38