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
276
$650K 0.07%
23,846
-3,900
277
$650K 0.07%
7,797
-2,679
278
$649K 0.06%
24,216
+14,766
279
$647K 0.06%
19,570
-9,960
280
$645K 0.06%
9,924
+3,332
281
$643K 0.06%
3,428
+35
282
$638K 0.06%
23,997
+4,526
283
$636K 0.06%
1,020
-62
284
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14,227
+1,406
285
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24,946
-26,737
286
$628K 0.06%
11,718
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287
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18,321
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288
$617K 0.06%
4,873
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289
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7,470
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290
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3,066
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291
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12,162
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293
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294
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295
$596K 0.06%
9,609
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296
$593K 0.06%
32,190
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297
$590K 0.06%
21,069
-1,245
298
$583K 0.06%
12,252
-1,511
299
$580K 0.06%
+16,105
300
$578K 0.06%
11,338
-1,156
10 11
12
13 14