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
201
$490K 0.12%
11,200
+150
202
$484K 0.12%
2,189
+51
203
$480K 0.12%
7,713
+50
204
$479K 0.12%
4,201
-600
205
$478K 0.12%
5,708
+129
206
$477K 0.12%
6,422
-2,000
207
$473K 0.12%
6,816
+143
208
$469K 0.12%
6,714
-308
209
$456K 0.11%
4,043
+1,280
210
$453K 0.11%
15,370
-1,800
211
$447K 0.11%
40,326
-7,946
212
$443K 0.11%
11,763
+1,214
213
$439K 0.11%
3,234
-562
214
$438K 0.11%
4,376
-977
215
$438K 0.11%
20,385
+1,005
216
$430K 0.11%
2,011
+237
217
$418K 0.1%
3,055
+425
218
$415K 0.1%
14,895
+163
219
$415K 0.1%
7,947
+504
220
$414K 0.1%
7,228
+945
221
$411K 0.1%
13,320
-1,092
222
$410K 0.1%
197
-7
223
$408K 0.1%
1,932
-36
224
$406K 0.1%
3,851
+323
225
$406K 0.1%
9,350
+350
7 8
9
10 11