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
176
$603K 0.14%
29,072
-241
177
$598K 0.14%
11,285
+390
178
$593K 0.14%
8,856
-894
179
$587K 0.14%
4,835
-585
180
$573K 0.14%
23,566
+1,048
181
$571K 0.14%
36,548
-212
182
$566K 0.14%
23,758
+14,695
183
$556K 0.13%
7,185
-463
184
$554K 0.13%
3,998
+185
185
$551K 0.13%
2,247
+236
186
$549K 0.13%
3,502
-2,086
187
$540K 0.13%
4,046
-7
188
$528K 0.13%
43,449
-1,687
189
$525K 0.13%
4,801
-361
190
$520K 0.12%
10,725
191
$517K 0.12%
27,133
-8,674
192
$512K 0.12%
7,564
-56
193
$510K 0.12%
6,647
-67
194
$508K 0.12%
3,632
-354
195
$502K 0.12%
+18,696
196
$499K 0.12%
6,550
-266
197
$488K 0.12%
3,234
198
$486K 0.12%
11,314
-449
199
$481K 0.11%
7,713
200
$474K 0.11%
5,708
6 7
8
9 10