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
276
$766K 0.07%
29,616
+10,406
277
$763K 0.07%
5,114
-958
278
$753K 0.07%
8,380
+116
279
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3,375
-71
280
$744K 0.07%
6,924
+1,917
281
$740K 0.07%
36,373
+10,283
282
$740K 0.07%
26,257
+2,041
283
$738K 0.07%
8,783
+2,880
284
$735K 0.07%
27,850
+110
285
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2,599
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286
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6,531
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287
$724K 0.06%
23,107
-11
288
$718K 0.06%
4,591
-19,521
289
$716K 0.06%
6,177
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290
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291
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103,605
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292
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+59,170
293
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32,905
294
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295
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8,560
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296
$697K 0.06%
7,289
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297
$692K 0.06%
8,817
+1,125
298
$690K 0.06%
3,294
+1,071
299
$687K 0.06%
25,084
+1,087
300
$681K 0.06%
+18,072
10 11
12
13 14