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
101
$1.17M 0.29%
+48,149
102
$1.16M 0.29%
39,260
+7,370
103
$1.16M 0.29%
67,024
+3,480
104
$1.15M 0.29%
7,790
+1,476
105
$1.13M 0.28%
22,397
-1,179
106
$1.11M 0.28%
37,188
+3,699
107
$1.1M 0.27%
67,599
+2,952
108
$1.08M 0.27%
16,790
+656
109
$1.08M 0.27%
8,365
+72
110
$1.08M 0.27%
5,725
+86
111
$1.07M 0.27%
24,655
+19,568
112
$1.07M 0.27%
11,727
+1,367
113
$1.06M 0.26%
8,461
+2,527
114
$1.06M 0.26%
13,523
+3,170
115
$1.05M 0.26%
18,033
+13,128
116
$1.03M 0.26%
43,661
+23,343
117
$1.03M 0.26%
25,956
+8,353
118
$1.01M 0.25%
31,985
+2,965
119
$1.01M 0.25%
10,031
-2,637
120
$1M 0.25%
6,608
-626
121
$998K 0.25%
7,037
+1,907
122
$984K 0.24%
40,322
+2,877
123
$964K 0.24%
20,953
-510
124
$951K 0.24%
14,423
+1,754
125
$950K 0.24%
31,792
-1,488
3 4
5
6 7