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
176
$2.72M 0.13%
40,662
-20,490
177
$2.69M 0.13%
48,746
+15,640
178
$2.68M 0.13%
36,553
+2,241
179
$2.63M 0.13%
110,697
+19,490
180
$2.62M 0.13%
20,443
+1,850
181
$2.6M 0.12%
66,374
-24,752
182
$2.59M 0.12%
100,781
+39,332
183
$2.59M 0.12%
39,672
+2,984
184
$2.58M 0.12%
67,067
+5,785
185
$2.57M 0.12%
26,984
-350
186
$2.55M 0.12%
91,528
+15,840
187
$2.54M 0.12%
33,359
+21,091
188
$2.53M 0.12%
32,640
+24,807
189
$2.52M 0.12%
18,199
+82
190
$2.5M 0.12%
4,651
-513
191
$2.48M 0.12%
21,053
+3,320
192
$2.46M 0.12%
95,054
-4,820
193
$2.45M 0.12%
11,214
-994
194
$2.45M 0.12%
34,885
-5,535
195
$2.4M 0.11%
50,449
+8,731
196
$2.4M 0.11%
76,876
+44,954
197
$2.26M 0.11%
131,325
+8,806
198
$2.25M 0.11%
20,844
+8,794
199
$2.25M 0.11%
22,179
+13,071
200
$2.23M 0.11%
9,796
+499
6 7
8
9 10