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
126
$1.47M 0.22%
21,706
+17,912
127
$1.46M 0.22%
38,625
+7,362
128
$1.43M 0.22%
+28,204
129
$1.43M 0.22%
+6,054
130
$1.41M 0.21%
23,759
+332
131
$1.4M 0.21%
26,171
+2,426
132
$1.38M 0.21%
8,840
-2,153
133
$1.36M 0.21%
+25,839
134
$1.35M 0.21%
28,123
+1,551
135
$1.34M 0.2%
8,120
+308
136
$1.32M 0.2%
26,320
+852
137
$1.32M 0.2%
28,179
+2,696
138
$1.32M 0.2%
8,530
139
$1.29M 0.2%
46,641
+15,823
140
$1.29M 0.2%
12,843
-571
141
$1.28M 0.2%
42,220
+7,416
142
$1.26M 0.19%
12,134
+2,523
143
$1.25M 0.19%
79,868
+13,508
144
$1.22M 0.19%
21,200
+4,964
145
$1.22M 0.19%
15,353
-40,208
146
$1.22M 0.18%
8,374
+20
147
$1.21M 0.18%
23,586
-27,680
148
$1.21M 0.18%
69,339
-7,017
149
$1.21M 0.18%
13,938
+2,194
150
$1.2M 0.18%
9,763
+248
4 5
6
7 8