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
1
$5.4M 3.2%
+59,459
2
$3.13M 1.86%
+58,707
3
$3.11M 1.85%
+97,580
4
$3.04M 1.8%
+12,892
5
$3M 1.78%
+95,494
6
$2.95M 1.75%
+314,808
7
$2.71M 1.61%
+23,010
8
$2.7M 1.6%
+41,519
9
$2.47M 1.47%
+47,173
10
$2.41M 1.43%
+56,131
11
$2.33M 1.38%
+86,790
12
$2.32M 1.38%
+27,963
13
$2.31M 1.37%
+26,356
14
$2.2M 1.3%
+116,855
15
$1.87M 1.11%
+42,160
16
$1.66M 0.98%
+68,080
17
$1.62M 0.96%
+9,727
18
$1.54M 0.92%
+12,406
19
$1.54M 0.91%
+14,334
20
$1.53M 0.91%
+14,572
21
$1.5M 0.89%
+75,720
22
$1.49M 0.89%
+30,626
23
$1.49M 0.88%
+10,492
24
$1.47M 0.87%
+42,152
25
$1.41M 0.84%
+54,500
1
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