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
126
$3.98M 0.19%
106,307
+4,616
127
$3.95M 0.19%
63,659
+12,801
128
$3.95M 0.19%
85,828
+11,719
129
$3.93M 0.19%
51,169
+1,500
130
$3.86M 0.18%
54,790
+1,884
131
$3.86M 0.18%
80,640
+15,685
132
$3.6M 0.17%
105,944
+21,977
133
$3.59M 0.17%
49,641
+512
134
$3.59M 0.17%
81,434
+10,643
135
$3.56M 0.17%
56,672
+3,568
136
$3.54M 0.17%
38,185
-10,187
137
$3.53M 0.17%
25,015
+751
138
$3.53M 0.17%
17,834
-1,421
139
$3.51M 0.17%
40,790
+2,550
140
$3.51M 0.17%
15,859
+3,330
141
$3.47M 0.17%
71,759
-11,998
142
$3.46M 0.17%
17,375
+483
143
$3.45M 0.16%
44,376
+2,445
144
$3.44M 0.16%
84,447
+14,015
145
$3.41M 0.16%
20,143
-5,642
146
$3.4M 0.16%
234,336
+352
147
$3.3M 0.16%
6,903
+301
148
$3.28M 0.16%
66,756
+4,048
149
$3.25M 0.16%
44,106
+4,787
150
$3.2M 0.15%
22,648
+2,780
4 5
6
7 8