KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.55B
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$999M
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$14.9M
3
+$11.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$10M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$4.25M

Top Sells

1
+$4.72M
2
+$4.5M
3
+$3.26M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$2.68M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$2.63M

Sector Composition

1 Technology 13.69%
2 Healthcare 7.64%
3 Consumer Discretionary 7.61%
4 Financials 5.9%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$865K 0.09%
21,213
+2,974
227
$860K 0.09%
+6,196
228
$859K 0.09%
9,218
-212
229
$856K 0.09%
7,671
+4,806
230
$854K 0.09%
10,024
+497
231
$851K 0.09%
23,118
-45
232
$849K 0.09%
16,372
+3,340
233
$846K 0.08%
78,469
+11,081
234
$841K 0.08%
+4,247
235
$828K 0.08%
10,259
236
$828K 0.08%
16,201
+3,477
237
$825K 0.08%
+13,913
238
$824K 0.08%
10,593
+378
239
$821K 0.08%
3,021
+19
240
$820K 0.08%
4,150
+101
241
$815K 0.08%
7,458
-1,702
242
$806K 0.08%
13,589
-5,878
243
$798K 0.08%
+23,197
244
$790K 0.08%
9,173
-174
245
$789K 0.08%
6,833
+344
246
$780K 0.08%
15,367
+623
247
$779K 0.08%
10,638
+3,902
248
$779K 0.08%
29,545
+1,980
249
$771K 0.08%
3,729
+2,428
250
$768K 0.08%
6,072
-608
8 9
10
11 12