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
$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
1
$10.9M 2.72%
+150,000
2
$10.2M 2.54%
57,435
+52,693
3
$8.96M 2.23%
90,077
+6,582
4
$7.27M 1.81%
79,614
+51,105
5
$7.26M 1.8%
65,999
+40,051
6
$6.99M 1.74%
779,248
+101,832
7
$5.93M 1.47%
90,629
+15,220
8
$5.53M 1.37%
131,852
+13,508
9
$5.51M 1.37%
43,012
+23,302
10
$4.92M 1.22%
31,016
+5,529
11
$4.72M 1.17%
57,955
+14,038
12
$4.69M 1.17%
67,570
+12,744
13
$4.67M 1.16%
81,950
+18,160
14
$4.56M 1.13%
172,893
+21,930
15
$4.43M 1.1%
61,260
+5,160
16
$4.39M 1.09%
107,424
+96,328
17
$4.05M 1.01%
7,486
+6,715
18
$4.04M 1%
42,646
+36,201
19
$3.94M 0.98%
39,541
+8,850
20
$3.85M 0.96%
14,638
-684
21
$3.83M 0.95%
23,908
+3,300
22
$3.81M 0.95%
32,499
+5,101
23
$3.75M 0.93%
202,327
+20,679
24
$3.66M 0.91%
35,178
+28,135
25
$3.63M 0.9%
84,739
+65,524
1
2 3 4 5