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
$1.12B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$6.2M
3
+$5.74M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.82M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$4.33M

Top Sells

1
+$14.6M
2
+$13.5M
3
+$9.7M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$7.99M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$6.67M

Sector Composition

1 Technology 14.33%
2 Consumer Discretionary 8.69%
3 Healthcare 7.73%
4 Financials 6.35%
5 Industrials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$982K 0.09%
17,980
+175
227
$978K 0.09%
9,589
-15,017
228
$972K 0.09%
16,370
-4,134
229
$963K 0.09%
22,334
+1,139
230
$961K 0.09%
51,963
-2,553
231
$960K 0.09%
15,075
-572
232
$958K 0.09%
30,441
-44
233
$957K 0.09%
49,618
-3,191
234
$957K 0.09%
18,450
+7,760
235
$954K 0.09%
24,358
+16,382
236
$948K 0.08%
55,512
-3,040
237
$940K 0.08%
11,178
+1,254
238
$934K 0.08%
59,492
-946
239
$933K 0.08%
8,241
+76
240
$924K 0.08%
1,905
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241
$914K 0.08%
16,642
+7,488
242
$912K 0.08%
7,968
+1,797
243
$910K 0.08%
+40,482
244
$908K 0.08%
15,801
-400
245
$902K 0.08%
16,658
+3,414
246
$894K 0.08%
6,083
+401
247
$893K 0.08%
17,870
-1,850
248
$892K 0.08%
7,719
+1,353
249
$891K 0.08%
5,421
-775
250
$890K 0.08%
9,454
+2,629
8 9
10
11 12