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
201
$807K 0.12%
4,571
+230
202
$804K 0.12%
17,380
+94
203
$797K 0.12%
9,926
+2,323
204
$796K 0.12%
30,786
+4,829
205
$792K 0.12%
4,957
+253
206
$779K 0.12%
8,366
+4,543
207
$778K 0.12%
8,501
-1,412
208
$775K 0.12%
23,853
+3,642
209
$766K 0.12%
3,889
+199
210
$764K 0.12%
6,988
+305
211
$757K 0.12%
8,836
+1,473
212
$752K 0.11%
30,147
+7,029
213
$741K 0.11%
+33,068
214
$737K 0.11%
8,348
+624
215
$732K 0.11%
+15,200
216
$727K 0.11%
5,093
+73
217
$720K 0.11%
8,858
-303
218
$718K 0.11%
13,214
+683
219
$713K 0.11%
4,664
-342
220
$710K 0.11%
6,842
+324
221
$701K 0.11%
79,811
+9,061
222
$688K 0.1%
5,081
+898
223
$687K 0.1%
13,689
+8,556
224
$670K 0.1%
23,194
-574
225
$668K 0.1%
8,625
+201
7 8
9
10 11