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
176
$614K 0.15%
18,114
+2,906
177
$610K 0.15%
29,313
-3,755
178
$608K 0.15%
47,410
+13,680
179
$606K 0.15%
20,611
-2,102
180
$597K 0.15%
5,837
+1,644
181
$597K 0.15%
3,813
+95
182
$595K 0.15%
4,053
+4
183
$579K 0.14%
36,760
+3,530
184
$575K 0.14%
2,786
+671
185
$573K 0.14%
9,232
+1
186
$571K 0.14%
3,719
+834
187
$563K 0.14%
10,895
-31,559
188
$562K 0.14%
11,982
+179
189
$562K 0.14%
45,136
190
$561K 0.14%
20,878
+800
191
$553K 0.14%
6,543
+273
192
$552K 0.14%
7,620
+712
193
$549K 0.14%
18,487
+1,872
194
$537K 0.13%
7,648
+388
195
$526K 0.13%
9,634
-1,343
196
$523K 0.13%
5,162
-788
197
$520K 0.13%
+10,725
198
$515K 0.13%
8,263
-4,626
199
$500K 0.12%
10,357
-337
200
$492K 0.12%
8,436
+2,860
6 7
8
9 10