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
$2.38B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$11.9M
3
+$11.8M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$9.67M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$9.3M

Top Sells

1
+$27.3M
2
+$9.85M
3
+$8.94M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$8.78M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$5.65M

Sector Composition

1 Technology 16.52%
2 Consumer Discretionary 7.5%
3 Financials 7.21%
4 Healthcare 7.13%
5 Communication Services 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.21M 0.09%
10,668
+1,844
227
$2.2M 0.09%
30,394
-1,656
228
$2.19M 0.09%
18,581
+2,628
229
$2.17M 0.09%
20,896
+370
230
$2.16M 0.09%
42,328
+719
231
$2.14M 0.09%
28,756
+147
232
$2.14M 0.09%
8,662
+287
233
$2.12M 0.09%
24,657
+2,750
234
$2.11M 0.09%
+7,001
235
$2.1M 0.09%
5,367
+605
236
$2.1M 0.09%
29,627
+8,869
237
$2.08M 0.09%
19,415
+5,629
238
$2.08M 0.09%
102,276
+6,071
239
$2.03M 0.08%
13,786
+4,468
240
$2.01M 0.08%
94,909
+54,022
241
$2.01M 0.08%
12,295
-1,380
242
$2M 0.08%
27,851
-329
243
$1.99M 0.08%
35,854
+5,824
244
$1.99M 0.08%
5,840
-8,679
245
$1.99M 0.08%
3,512
-89
246
$1.98M 0.08%
14,054
+9,369
247
$1.94M 0.08%
53,391
+8,048
248
$1.94M 0.08%
+12,879
249
$1.92M 0.08%
15,755
+1,050
250
$1.91M 0.08%
20,223
-8,864
8 9
10
11 12