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
101
$590K 0.35%
+7,523
102
$587K 0.35%
+7,292
103
$578K 0.34%
+3,445
104
$568K 0.34%
+3,210
105
$565K 0.34%
+11,099
106
$555K 0.33%
+6,619
107
$550K 0.33%
+6,508
108
$548K 0.33%
+10,034
109
$536K 0.32%
+90,780
110
$535K 0.32%
+9,157
111
$531K 0.32%
+8,357
112
$524K 0.31%
+6,700
113
$520K 0.31%
+12,750
114
$513K 0.3%
+6,605
115
$508K 0.3%
+5,648
116
$506K 0.3%
+7,376
117
$499K 0.3%
+24,200
118
$486K 0.29%
+3,996
119
$483K 0.29%
+11,571
120
$482K 0.29%
+7,955
121
$481K 0.29%
+4,188
122
$480K 0.28%
+12,775
123
$474K 0.28%
+4,490
124
$472K 0.28%
+24,149
125
$472K 0.28%
+40,000
3 4
5
6 7