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
151
$3.18M 0.15%
79,762
+28,260
152
$3.09M 0.15%
56,553
+11,195
153
$3.08M 0.15%
37,575
+248
154
$3.08M 0.15%
108,487
+32,110
155
$3.03M 0.15%
72,787
+16,458
156
$3M 0.14%
76,600
+12,291
157
$2.99M 0.14%
18,965
+3,731
158
$2.99M 0.14%
22,278
-345
159
$2.98M 0.14%
30,982
+2,296
160
$2.97M 0.14%
15,726
+8,566
161
$2.96M 0.14%
23,322
+2,551
162
$2.93M 0.14%
23,430
+4,962
163
$2.93M 0.14%
52,412
-33,276
164
$2.92M 0.14%
71,522
+28,409
165
$2.92M 0.14%
33,353
+5,157
166
$2.89M 0.14%
104,051
-21
167
$2.89M 0.14%
92,844
-9,778
168
$2.86M 0.14%
30,266
+2,293
169
$2.86M 0.14%
15,734
+409
170
$2.83M 0.14%
8,655
+136
171
$2.79M 0.13%
88,642
-83,494
172
$2.78M 0.13%
21,114
+7,270
173
$2.78M 0.13%
55,618
-5,416
174
$2.76M 0.13%
114,555
-7,436
175
$2.75M 0.13%
40,796
+3,946
5 6
7
8 9