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
101
$1.83M 0.28%
104,564
+2,844
102
$1.81M 0.28%
22,780
-935
103
$1.8M 0.27%
35,881
-712
104
$1.79M 0.27%
+31,742
105
$1.77M 0.27%
+20,611
106
$1.77M 0.27%
26,759
+3,298
107
$1.76M 0.27%
22,820
+6,048
108
$1.74M 0.26%
25,936
-484
109
$1.72M 0.26%
57,200
+36,320
110
$1.7M 0.26%
26,188
+11,305
111
$1.69M 0.26%
20,867
+4,566
112
$1.67M 0.25%
19,184
+9,892
113
$1.64M 0.25%
88,560
-14,175
114
$1.63M 0.25%
144,648
+3,720
115
$1.62M 0.25%
35,135
+6,230
116
$1.61M 0.25%
15,440
+5,440
117
$1.59M 0.24%
42,161
-2,227
118
$1.59M 0.24%
26,976
-1,966
119
$1.58M 0.24%
5,935
+755
120
$1.57M 0.24%
10,388
+1,041
121
$1.55M 0.24%
19,298
-24,342
122
$1.54M 0.23%
31,914
+14,886
123
$1.52M 0.23%
134,394
+52,914
124
$1.51M 0.23%
50,519
+28,669
125
$1.48M 0.22%
18,170
+2,150
3 4
5
6 7