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
151
$765K 0.18%
3,661
-2,064
152
$763K 0.18%
3,142
+163
153
$720K 0.17%
12,445
154
$713K 0.17%
38,996
-12,143
155
$713K 0.17%
24,520
+128
156
$702K 0.17%
8,662
+178
157
$698K 0.17%
24,456
+990
158
$676K 0.16%
13,264
+12
159
$670K 0.16%
55,360
+7,950
160
$662K 0.16%
8,481
-1,162
161
$660K 0.16%
22,043
+3,556
162
$657K 0.16%
19,153
+1,039
163
$654K 0.16%
6,519
+682
164
$648K 0.15%
3,962
+243
165
$648K 0.15%
15,058
+126
166
$630K 0.15%
10,761
+2,325
167
$627K 0.15%
3,028
+242
168
$627K 0.15%
4,248
+272
169
$625K 0.15%
4,646
-421
170
$616K 0.15%
4,939
-301
171
$614K 0.15%
20,710
+99
172
$613K 0.15%
21,478
+600
173
$607K 0.15%
5,175
+50
174
$605K 0.14%
5,481
-336
175
$604K 0.14%
7,269
-1,048
5 6
7
8 9