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
101
$5.17M 0.25%
55,906
+4,973
102
$5.05M 0.24%
55,647
-1,161
103
$4.96M 0.24%
55,322
-17,127
104
$4.92M 0.24%
20,462
+3,487
105
$4.92M 0.24%
108,700
-22,265
106
$4.92M 0.24%
45,859
+22,123
107
$4.9M 0.23%
48,659
+3,024
108
$4.86M 0.23%
23,114
+2,684
109
$4.83M 0.23%
167,403
+2,224
110
$4.8M 0.23%
101,190
+21,615
111
$4.79M 0.23%
56,657
+2,268
112
$4.78M 0.23%
+48,791
113
$4.71M 0.23%
34,851
+2,331
114
$4.71M 0.23%
89,744
-31,931
115
$4.68M 0.22%
275,727
+185,763
116
$4.64M 0.22%
32,829
+7,003
117
$4.63M 0.22%
131,013
+112,243
118
$4.62M 0.22%
26,571
+19
119
$4.48M 0.21%
27,770
-13,575
120
$4.46M 0.21%
62,296
-33,083
121
$4.41M 0.21%
15,882
-23,439
122
$4.3M 0.21%
102,999
+8,042
123
$4.25M 0.2%
123,726
+5,574
124
$4.06M 0.19%
18,223
+1,259
125
$4.05M 0.19%
188,886
+2,648
3 4
5
6 7