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
$657M
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$11.1M
3
+$7.88M
4
ORCL icon
Oracle
ORCL
+$6.67M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$5.22M

Top Sells

1
+$4.07M
2
+$3.19M
3
+$2.59M
4
ABBV icon
AbbVie
ABBV
+$1.96M
5
WBIH
WBI BullBear Global High Income ETF
WBIH
+$1.77M

Sector Composition

1 Technology 10.81%
2 Consumer Discretionary 7.02%
3 Financials 5.74%
4 Healthcare 5.44%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.31M 0.35%
88,948
-1,094
77
$2.29M 0.35%
8,050
+6,665
78
$2.25M 0.34%
61,489
+20,535
79
$2.23M 0.34%
31,187
+33
80
$2.21M 0.34%
89,327
+55,833
81
$2.21M 0.34%
11,631
+2,276
82
$2.18M 0.33%
8,430
+6,927
83
$2.17M 0.33%
52,995
+9,670
84
$2.16M 0.33%
11,839
+3,310
85
$2.1M 0.32%
5,502
+1,305
86
$2.1M 0.32%
19,412
+2,470
87
$2.09M 0.32%
83,426
+9,550
88
$2.08M 0.32%
+53,628
89
$2.07M 0.31%
20,786
+2,052
90
$2.06M 0.31%
63,136
91
$2.06M 0.31%
33,433
+176
92
$2.04M 0.31%
95,234
-1,191
93
$2.04M 0.31%
18,354
+2,492
94
$2.04M 0.31%
19,608
+10,765
95
$2.02M 0.31%
55,593
+6,384
96
$1.98M 0.3%
30,198
+3,868
97
$1.94M 0.3%
106,365
+10,227
98
$1.91M 0.29%
63,180
+11,045
99
$1.89M 0.29%
81,104
+3,780
100
$1.87M 0.28%
57,160
+3,822
2 3
4
5 6