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
$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
State Street Real Estate Select Sector SPDR ETF
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
176
$987K 0.15%
68,051
+55,467
177
$986K 0.15%
+11,351
178
$983K 0.15%
16,513
+44
179
$980K 0.15%
12,482
180
$976K 0.15%
7,579
+150
181
$973K 0.15%
3,933
+1,385
182
$967K 0.15%
8,833
-479
183
$961K 0.15%
26,155
+6,957
184
$960K 0.15%
+16,022
185
$956K 0.15%
10,621
+1,294
186
$945K 0.14%
20,069
-8,290
187
$930K 0.14%
207,280
+33,200
188
$922K 0.14%
3,367
-70
189
$922K 0.14%
26,686
-604
190
$912K 0.14%
53,656
+8,761
191
$908K 0.14%
29,994
192
$896K 0.14%
17,366
+438
193
$861K 0.13%
20,021
+2,361
194
$839K 0.13%
7,504
+4,214
195
$831K 0.13%
17,000
+149
196
$831K 0.13%
7,513
197
$830K 0.13%
+17,619
198
$827K 0.13%
9,853
+92
199
$816K 0.12%
21,851
+7,601
200
$809K 0.12%
18,860
+619
6 7
8
9 10