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
$418M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.49M
3
+$4.25M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$4.22M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.3M

Top Sells

1
+$5.81M
2
+$4.72M
3
+$4.69M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$4.55M
5
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$2.82M

Sector Composition

1 Technology 9.62%
2 Financials 7.31%
3 Industrials 6.77%
4 Healthcare 6.57%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.3M 2.93%
1,296,392
+517,144
2
$11.5M 2.76%
59,182
+1,747
3
$10.5M 2.51%
150,000
4
$7.92M 1.89%
80,275
+661
5
$6.82M 1.63%
65,479
-520
6
$6.71M 1.6%
144,996
+13,144
7
$5.71M 1.36%
67,180
+5,920
8
$5.32M 1.27%
76,567
-14,062
9
$5.05M 1.21%
41,642
-1,370
10
$4.63M 1.1%
26,948
+3,040
11
$4.59M 1.1%
251,153
+48,826
12
$4.51M 1.08%
45,275
+5,734
13
$4.49M 1.07%
+26,066
14
$4.49M 1.07%
107,424
15
$4.39M 1.05%
25,906
-5,110
16
$4.25M 1.02%
+121,075
17
$4.22M 1.01%
+128,947
18
$4.13M 0.99%
169,869
-3,024
19
$4.11M 0.98%
32,504
+3,744
20
$3.98M 0.95%
34,709
+2,210
21
$3.92M 0.94%
14,462
-176
22
$3.91M 0.93%
42,192
-454
23
$3.89M 0.93%
90,301
+5,562
24
$3.73M 0.89%
7,478
-8
25
$3.65M 0.87%
53,468
-559
1
2 3 4 5