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
101
$1.36M 0.33%
125,904
-4,596
102
$1.35M 0.32%
59,550
+5,128
103
$1.34M 0.32%
58,310
-2,315
104
$1.33M 0.32%
34,265
+1,410
105
$1.3M 0.31%
9,059
+284
106
$1.26M 0.3%
76,464
+8,865
107
$1.24M 0.3%
7,537
-100
108
$1.23M 0.29%
24,518
-2,505
109
$1.23M 0.29%
22,725
+328
110
$1.22M 0.29%
21,764
+45
111
$1.18M 0.28%
7,870
+833
112
$1.15M 0.27%
8,499
-232
113
$1.14M 0.27%
68,748
+16,216
114
$1.13M 0.27%
16,177
+4,923
115
$1.12M 0.27%
16,145
+5,448
116
$1.08M 0.26%
24,563
-92
117
$1.07M 0.26%
12,911
-4,674
118
$1.06M 0.25%
10,151
+120
119
$1.06M 0.25%
16,068
-722
120
$1.05M 0.25%
32,380
+395
121
$1.04M 0.25%
12,451
+1,155
122
$1.03M 0.25%
60,852
+33,830
123
$1.03M 0.25%
18,796
+1,869
124
$1.03M 0.25%
17,336
+3,841
125
$1.03M 0.25%
14,589
+166
3 4
5
6 7