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
926
– –
-12,695
927
– –
-661
928
– –
-2,397
929
– –
-8,211
930
– –
-1,030
931
– –
-37,651
932
– –
-769
933
– –
-12,510
934
– –
-2,104
935
– –
-1,351
936
– –
-4,101
937
– –
-16,098
938
– –
-9,094
939
– –
-914
940
– –
-8,018
941
– –
-10,640
34 35 36 37
38