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
$418M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.49M
3
+$4.25M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$4.22M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.3M

Top Sells

1
+$5.81M
2
+$4.72M
3
+$4.69M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$4.55M
5
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$2.82M

Sector Composition

1 Technology 9.62%
2 Financials 7.31%
3 Industrials 6.77%
4 Healthcare 6.57%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.67M 0.4%
91,407
+8,733
77
$1.66M 0.4%
17,943
-1,647
78
$1.65M 0.39%
13,877
+5,416
79
$1.64M 0.39%
8,894
+4,401
80
$1.64M 0.39%
75,591
-440
81
$1.58M 0.38%
85,952
+18,928
82
$1.57M 0.37%
30,206
+1,867
83
$1.55M 0.37%
36,229
-524
84
$1.54M 0.37%
11,350
+3,560
85
$1.53M 0.37%
58,676
+5,568
86
$1.52M 0.36%
10,437
+1,492
87
$1.51M 0.36%
19,281
+5,758
88
$1.47M 0.35%
20,301
89
$1.47M 0.35%
8,943
+2,335
90
$1.45M 0.35%
34,291
+6,254
91
$1.44M 0.34%
61,418
+17,757
92
$1.44M 0.34%
38,581
+1,404
93
$1.43M 0.34%
28,524
+1,275
94
$1.43M 0.34%
25,425
+7,392
95
$1.42M 0.34%
+41,908
96
$1.42M 0.34%
7,640
-111
97
$1.41M 0.34%
79,746
+8,943
98
$1.4M 0.33%
17,661
-2,351
99
$1.39M 0.33%
32,012
100
$1.38M 0.33%
3,345
-867
2 3
4
5 6