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
251
$761K 0.08%
27,313
-1,212
252
$759K 0.08%
+4,122
253
$756K 0.08%
9,488
-1,383
254
$753K 0.08%
10,750
+1,023
255
$751K 0.08%
5,871
+73
256
$735K 0.07%
7,531
-943
257
$726K 0.07%
27,740
+1,392
258
$726K 0.07%
5,682
-223
259
$721K 0.07%
+26,260
260
$718K 0.07%
7,873
-13,217
261
$713K 0.07%
4,343
-1,039
262
$713K 0.07%
+13,244
263
$711K 0.07%
65,666
+15,508
264
$705K 0.07%
+9,880
265
$703K 0.07%
6,171
+816
266
$699K 0.07%
26,091
+837
267
$694K 0.07%
4,970
+375
268
$689K 0.07%
20,589
+3,445
269
$688K 0.07%
14,196
-7,064
270
$687K 0.07%
8,264
-162
271
$674K 0.07%
6,366
+1,792
272
$671K 0.07%
47,508
+22,015
273
$668K 0.07%
3,933
-945
274
$662K 0.07%
6,825
+1,360
275
$655K 0.07%
7,500
-4,266
9 10
11
12 13