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
126
$947K 0.24%
18,069
+361
127
$946K 0.24%
27,250
-5,198
128
$921K 0.23%
5,723
+1,490
129
$914K 0.23%
51,139
+16,608
130
$912K 0.23%
11,158
-2,304
131
$900K 0.22%
13,131
+161
132
$897K 0.22%
16,927
+505
133
$891K 0.22%
10,159
+496
134
$885K 0.22%
52,532
+5,846
135
$874K 0.22%
5,588
+1,110
136
$870K 0.22%
11,296
+491
137
$865K 0.22%
57,200
+13,550
138
$865K 0.22%
10,920
+239
139
$862K 0.21%
16,337
+82
140
$860K 0.21%
5,244
-100
141
$823K 0.2%
6,062
+591
142
$821K 0.2%
11,254
+6,244
143
$790K 0.2%
74,304
+9,288
144
$788K 0.2%
13,495
+1,270
145
$766K 0.19%
4,493
-5,377
146
$764K 0.19%
9,643
-759
147
$755K 0.19%
17,304
-2,538
148
$749K 0.19%
9,873
+1,315
149
$739K 0.18%
8,625
-4,393
150
$731K 0.18%
10,697
+113
4 5
6
7 8