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
251
$889K 0.08%
15,452
-5,442
252
$888K 0.08%
81,524
+3,055
253
$878K 0.08%
+9,309
254
$872K 0.08%
96,301
+30,635
255
$865K 0.08%
9,258
+40
256
$853K 0.08%
3,759
-220
257
$851K 0.08%
12,984
+3,375
258
$846K 0.08%
23,135
+2,546
259
$843K 0.08%
1,794
+378
260
$832K 0.07%
10,042
+3,592
261
$829K 0.07%
3,944
-2,099
262
$820K 0.07%
10,031
+543
263
$816K 0.07%
10,888
+138
264
$815K 0.07%
6,017
-7,847
265
$815K 0.07%
+16,264
266
$810K 0.07%
4,900
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267
$805K 0.07%
5,441
+1,098
268
$803K 0.07%
30,139
+4,048
269
$802K 0.07%
+30,886
270
$794K 0.07%
9,734
-525
271
$789K 0.07%
15,537
+170
272
$776K 0.07%
20,694
+5,059
273
$768K 0.07%
6,831
-840
274
$767K 0.07%
7,445
-86
275
$766K 0.07%
+15,140
9 10
11
12 13