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
$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
Materials Select Sector SPDR Fund
XLB
+$13.7M
5
XLI icon
Industrial Select Sector SPDR Fund
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
1
$83.9M 4.01%
613,407
-3,196
2
$74.4M 3.56%
2,938,818
+878,206
3
$74M 3.54%
728,103
+223,374
4
$54.6M 2.61%
212,636
-18,094
5
$32.9M 1.57%
1,455,352
+297,446
6
$31.1M 1.49%
370,751
+77,212
7
$27.6M 1.32%
259,633
+9,633
8
$26.4M 1.27%
94,358
-5,793
9
$25.4M 1.21%
1,129,460
+134,738
10
$21.9M 1.05%
123,277
+17,710
11
$18.3M 0.88%
66,805
+4,005
12
$18.1M 0.86%
250,263
+95,421
13
$17.6M 0.84%
251,530
+215,739
14
$17.4M 0.83%
199,274
+130,380
15
$17.1M 0.82%
1,131,250
-41,420
16
$16.8M 0.8%
410,856
+176,460
17
$15.3M 0.73%
208,544
+185,675
18
$15.1M 0.72%
31,512
+3,970
19
$14.8M 0.71%
96,926
+14,898
20
$14.2M 0.68%
111,485
-25,050
21
$14.1M 0.67%
71,508
-7,951
22
$13.8M 0.66%
95,626
+11,162
23
$13.8M 0.66%
125,537
-17,131
24
$13.8M 0.66%
82,532
+4,403
25
$13.7M 0.66%
134,103
+30,000
1
2 3 4 5