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
$168M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.13M
3
+$3.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.04M
5
T icon
AT&T
T
+$3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.3%
2 Communication Services 5.62%
3 Technology 4.7%
4 Healthcare 4.56%
5 Consumer Discretionary 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$296K 0.18%
+7,295
177
$293K 0.17%
+1,787
178
$293K 0.17%
+2,692
179
$292K 0.17%
+4,433
180
$287K 0.17%
+7,219
181
$287K 0.17%
+5,600
182
$286K 0.17%
+17,443
183
$284K 0.17%
+2,275
184
$282K 0.17%
+2,817
185
$279K 0.17%
+4,334
186
$273K 0.16%
+5,073
187
$273K 0.16%
+1,709
188
$273K 0.16%
+1,779
189
$272K 0.16%
+5,448
190
$271K 0.16%
+4,519
191
$265K 0.16%
+5,125
192
$263K 0.16%
+3,768
193
$258K 0.15%
+7,951
194
$256K 0.15%
+2,429
195
$250K 0.15%
+6,942
196
$249K 0.15%
+4,510
197
$248K 0.15%
+2,085
198
$246K 0.15%
+5,146
199
$238K 0.14%
+3,645
200
$238K 0.14%
+7,578
6 7
8
9 10