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
$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
Real Estate Select Sector SPDR Fund
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
1
$18.9M 2.88%
398,888
+234,120
2
$18.4M 2.8%
102,330
+72,815
3
$16M 2.43%
1,610,744
+960
4
$15.3M 2.33%
171,900
+88,500
5
$12.9M 1.96%
109,387
+20,933
6
$12.5M 1.91%
65,295
+2,775
7
$9.94M 1.51%
127,379
+36,951
8
$9.22M 1.4%
155,048
+5,048
9
$8.3M 1.26%
29,368
+8,049
10
$8.02M 1.22%
79,257
+13,563
11
$7.53M 1.15%
69,047
+41,714
12
$7.07M 1.07%
131,545
+124,110
13
$7.03M 1.07%
120,768
+8,843
14
$6.9M 1.05%
49,372
+4,199
15
$6.46M 0.98%
87,224
+8,111
16
$6.23M 0.95%
128,864
+9,492
17
$5.91M 0.9%
55,401
+11,808
18
$5.6M 0.85%
47,018
+8,566
19
$5.51M 0.84%
238,025
+115,880
20
$5.24M 0.8%
94,348
+10,157
21
$5.22M 0.79%
201,833
+60,163
22
$5.22M 0.79%
+144,095
23
$4.93M 0.75%
35,278
+4,427
24
$4.82M 0.73%
39,097
+4,176
25
$4.71M 0.72%
91,058
+46,225
1
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