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
151
$728K 0.18%
15,358
+8,569
152
$719K 0.18%
2,979
+512
153
$707K 0.18%
12,445
+193
154
$705K 0.18%
24,392
+8,370
155
$704K 0.18%
7,550
156
$700K 0.17%
+5,813
157
$697K 0.17%
35,807
+14,314
158
$696K 0.17%
23,466
+5,082
159
$691K 0.17%
10,395
+1,531
160
$687K 0.17%
3,976
+231
161
$686K 0.17%
8,317
+131
162
$679K 0.17%
9,750
-291
163
$675K 0.17%
13,252
-2,907
164
$657K 0.16%
5,067
-1,580
165
$655K 0.16%
8,484
+286
166
$653K 0.16%
14,932
-236
167
$650K 0.16%
5,420
-835
168
$645K 0.16%
111,320
+3,320
169
$643K 0.16%
21,295
-11,499
170
$636K 0.16%
5,817
-542
171
$635K 0.16%
5,240
-28
172
$627K 0.16%
2,903
+845
173
$626K 0.16%
+22,518
174
$621K 0.15%
+5,125
175
$619K 0.15%
3,986
-643
5 6
7
8 9