KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.13M
3
+$3.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.04M
5
T icon
AT&T
T
+$3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.3%
2 Communication Services 5.62%
3 Technology 4.7%
4 Healthcare 4.56%
5 Consumer Discretionary 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$727K 0.43%
+21,755
77
$727K 0.43%
+6,496
78
$715K 0.42%
+33,815
79
$714K 0.42%
+11,449
80
$709K 0.42%
+5,093
81
$708K 0.42%
+5,822
82
$705K 0.42%
+7,841
83
$699K 0.41%
+4,198
84
$681K 0.4%
+6,681
85
$680K 0.4%
+24,144
86
$672K 0.4%
+28,477
87
$661K 0.39%
+19,295
88
$657K 0.39%
+8,300
89
$652K 0.39%
+8,786
90
$650K 0.39%
+16,530
91
$644K 0.38%
+5,706
92
$639K 0.38%
+10,856
93
$639K 0.38%
+12,750
94
$637K 0.38%
+67,002
95
$636K 0.38%
+4,329
96
$623K 0.37%
+4,427
97
$597K 0.35%
+4,479
98
$597K 0.35%
+10,723
99
$596K 0.35%
+12,911
100
$593K 0.35%
+4,505
2 3
4
5 6