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
251
$1.91M 0.08%
16,616
-12,041
252
$1.91M 0.08%
8,355
-28
253
$1.91M 0.08%
27,938
-112
254
$1.9M 0.08%
16,795
+170
255
$1.88M 0.08%
76,484
+7,771
256
$1.86M 0.08%
23,644
-17
257
$1.86M 0.08%
46,796
-899
258
$1.85M 0.08%
27,803
+6,383
259
$1.85M 0.08%
190,764
+131,073
260
$1.84M 0.08%
71,596
+674
261
$1.83M 0.08%
37,477
+10,359
262
$1.82M 0.08%
5,008
-430
263
$1.82M 0.08%
19,614
+6,336
264
$1.82M 0.08%
12,260
+9,752
265
$1.78M 0.07%
26,148
+240
266
$1.78M 0.07%
93,732
-1,506
267
$1.78M 0.07%
85,506
-43
268
$1.77M 0.07%
11,888
+1,086
269
$1.75M 0.07%
12,782
+3,170
270
$1.73M 0.07%
31,867
-1,717
271
$1.72M 0.07%
18,976
+1,912
272
$1.69M 0.07%
37,358
+7,918
273
$1.69M 0.07%
41,023
+5,439
274
$1.69M 0.07%
+4,438
275
$1.68M 0.07%
33,649
-3,119
9 10
11
12 13