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
201
$2.22M 0.11%
47,937
+1,617
202
$2.21M 0.11%
57,110
+10,800
203
$2.21M 0.11%
44,175
-2,008
204
$2.21M 0.11%
83,501
+7,602
205
$2.2M 0.11%
5,730
+4,566
206
$2.2M 0.11%
+72,896
207
$2.19M 0.1%
23,164
-11,761
208
$2.19M 0.1%
12,732
-791
209
$2.19M 0.1%
24,346
+8,412
210
$2.19M 0.1%
43,781
+3,212
211
$2.18M 0.1%
113,170
+475
212
$2.18M 0.1%
43,452
+1,233
213
$2.16M 0.1%
28,964
+3,264
214
$2.16M 0.1%
49,130
+8,353
215
$2.12M 0.1%
49,770
+5,220
216
$2.1M 0.1%
11,762
-254
217
$2.1M 0.1%
26,717
+8
218
$2.1M 0.1%
21,181
+18,226
219
$2.1M 0.1%
22,246
+1,991
220
$2.1M 0.1%
30,712
+3,925
221
$2.04M 0.1%
14,950
-9,310
222
$2.01M 0.1%
+91,873
223
$2M 0.1%
45,003
+2,718
224
$1.99M 0.1%
21,849
-6,059
225
$1.98M 0.09%
74,409
-102,664
7 8
9
10 11