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
201
$235K 0.14%
+3,548
202
$224K 0.13%
+4,109
203
$224K 0.13%
+4,422
204
$222K 0.13%
+2,658
205
$221K 0.13%
+8,760
206
$220K 0.13%
+1,791
207
$219K 0.13%
+8,450
208
$219K 0.13%
+3,473
209
$217K 0.13%
+8,223
210
$217K 0.13%
+3,671
211
$216K 0.13%
+3,980
212
$214K 0.13%
+3,838
213
$214K 0.13%
+4,796
214
$213K 0.13%
+2,669
215
$213K 0.13%
+5,059
216
$212K 0.13%
+5,443
217
$212K 0.13%
+4,079
218
$208K 0.12%
+2,016
219
$208K 0.12%
+3,314
220
$206K 0.12%
+14,842
221
$204K 0.12%
+4,751
222
$160K 0.09%
+13,724
223
$158K 0.09%
+11,060
224
$151K 0.09%
+1,263
225
$144K 0.09%
+1,935