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
151
$1.19M 0.18%
22,086
+153
152
$1.18M 0.18%
9,569
+510
153
$1.18M 0.18%
54,579
-23,651
154
$1.17M 0.18%
17,748
+235
155
$1.16M 0.18%
14,116
+1,539
156
$1.14M 0.17%
22,361
-420
157
$1.11M 0.17%
21,119
+3,632
158
$1.11M 0.17%
4,573
+596
159
$1.1M 0.17%
7,822
+2,093
160
$1.09M 0.17%
6,904
+2,634
161
$1.08M 0.16%
7,479
+574
162
$1.07M 0.16%
20,053
+8,842
163
$1.07M 0.16%
5,929
+4
164
$1.05M 0.16%
19,654
-24,790
165
$1.04M 0.16%
13,907
+34
166
$1.02M 0.15%
14,872
+637
167
$1.01M 0.15%
17,029
+3,218
168
$1.01M 0.15%
19,310
+2,733
169
$1.01M 0.15%
17,200
+10,400
170
$1M 0.15%
19,951
+6,767
171
$1M 0.15%
63,238
+9,785
172
$997K 0.15%
9,057
+4,473
173
$997K 0.15%
11,836
+2,324
174
$995K 0.15%
12,270
+1,717
175
$988K 0.15%
12,933
+5,975
5 6
7
8 9