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
$2.09B
AUM Growth
-$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
941
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$22.2M
3
+$15.1M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$13.7M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$11.4M

Top Sells

1
+$12.4M
2
+$10.5M
3
+$8.85M
4
NEE icon
NextEra Energy
NEE
+$8.64M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.3M

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
76
$6.8M 0.33%
112,409
+617
77
$6.71M 0.32%
11,023
+1,035
78
$6.71M 0.32%
138,060
-22,630
79
$6.64M 0.32%
45,794
-866
80
$6.48M 0.31%
37,096
+3,038
81
$6.37M 0.3%
229,913
+107,987
82
$6.33M 0.3%
34,707
+5,434
83
$6.27M 0.3%
122,543
+57,722
84
$6.08M 0.29%
52,899
+29,762
85
$6.01M 0.29%
98,525
+1,653
86
$5.99M 0.29%
96,497
+14,979
87
$5.97M 0.29%
72,126
-10,424
88
$5.88M 0.28%
149,985
+11,352
89
$5.88M 0.28%
106,098
+50,479
90
$5.74M 0.27%
273,946
-102,627
91
$5.74M 0.27%
113,076
+4,995
92
$5.72M 0.27%
62,735
-13,783
93
$5.64M 0.27%
33,507
+3,379
94
$5.46M 0.26%
61,943
+12,046
95
$5.45M 0.26%
164,930
+6,584
96
$5.42M 0.26%
237,277
-1,870
97
$5.41M 0.26%
183,628
+10,842
98
$5.31M 0.25%
104,850
-5,009
99
$5.3M 0.25%
130,827
+64,260
100
$5.19M 0.25%
67,424
+15,572
2 3
4
5 6