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
126
$1.02M 0.24%
7,483
-882
127
$983K 0.23%
10,288
+129
128
$981K 0.23%
27,255
+5
129
$959K 0.23%
31,685
-107
130
$950K 0.23%
13,306
+175
131
$942K 0.23%
5,574
-149
132
$917K 0.22%
+33,051
133
$915K 0.22%
16,510
-1,559
134
$906K 0.22%
6,451
+389
135
$894K 0.21%
5,083
-161
136
$892K 0.21%
11,197
+802
137
$850K 0.2%
16,254
-83
138
$849K 0.2%
143,360
+32,040
139
$843K 0.2%
+17,644
140
$838K 0.2%
12,127
-8,078
141
$825K 0.2%
14,532
+6,269
142
$822K 0.2%
10,441
-479
143
$817K 0.2%
74,262
-42
144
$799K 0.19%
9,591
-282
145
$784K 0.19%
17,608
+304
146
$779K 0.19%
3,196
+293
147
$779K 0.19%
8,899
-2,828
148
$777K 0.19%
16,539
+1,181
149
$769K 0.18%
9,494
-1,664
150
$767K 0.18%
20,080
-873
4 5
6
7 8