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
$402M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.39M
3
+$4.66M
4
JPM icon
JPMorgan Chase
JPM
+$4.4M
5
NEE icon
NextEra Energy
NEE
+$3.93M

Top Sells

1
+$2.69M
2
+$1.63M
3
+$917K
4
BND icon
Vanguard Total Bond Market
BND
+$705K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$622K

Sector Composition

1 Technology 9.13%
2 Financials 7.96%
3 Industrials 7.4%
4 Healthcare 6.88%
5 Consumer Discretionary 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.54M 0.38%
28,339
+2,459
77
$1.49M 0.37%
22,796
-388
78
$1.46M 0.36%
82,674
-33
79
$1.44M 0.36%
20,205
+4,100
80
$1.42M 0.35%
7,751
+1,358
81
$1.4M 0.35%
53,108
+9,870
82
$1.38M 0.34%
4,212
+815
83
$1.38M 0.34%
20,301
+5,218
84
$1.38M 0.34%
27,249
+16,812
85
$1.37M 0.34%
130,500
+17,160
86
$1.33M 0.33%
60,625
+6,230
87
$1.33M 0.33%
37,177
+4,150
88
$1.32M 0.33%
8,731
+7,277
89
$1.32M 0.33%
28,037
+10,841
90
$1.31M 0.33%
17,585
+2,530
91
$1.3M 0.32%
32,012
-38
92
$1.29M 0.32%
27,023
-920
93
$1.28M 0.32%
51,388
+312
94
$1.25M 0.31%
70,803
+7,614
95
$1.25M 0.31%
8,945
-3,120
96
$1.24M 0.31%
7,637
+1
97
$1.24M 0.31%
+54,422
98
$1.23M 0.31%
32,855
+1,315
99
$1.19M 0.3%
8,775
-953
100
$1.19M 0.3%
21,719
+6,275
2 3
4
5 6