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
276
$1.67M 0.07%
+18,638
277
$1.66M 0.07%
21,611
+2,033
278
$1.65M 0.07%
63,216
+3,834
279
$1.64M 0.07%
4,742
-12
280
$1.64M 0.07%
8,001
-251
281
$1.63M 0.07%
31,332
-313
282
$1.61M 0.07%
108,032
+2,661
283
$1.6M 0.07%
24,950
+21,185
284
$1.59M 0.07%
83,619
-52,287
285
$1.58M 0.07%
5,400
-154
286
$1.58M 0.07%
13,609
-191
287
$1.58M 0.07%
+11,813
288
$1.54M 0.06%
41,268
-1,370
289
$1.52M 0.06%
41,796
-808
290
$1.51M 0.06%
60,067
291
$1.5M 0.06%
6,210
+1,317
292
$1.49M 0.06%
6,336
-139
293
$1.48M 0.06%
+18,575
294
$1.48M 0.06%
8,858
+371
295
$1.47M 0.06%
35,380
+3,469
296
$1.46M 0.06%
8,054
+5,822
297
$1.46M 0.06%
19,208
+405
298
$1.46M 0.06%
31,704
+3,216
299
$1.45M 0.06%
30,238
-430
300
$1.45M 0.06%
6,314
+2,354
10 11
12
13 14