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
301
$573K 0.06%
7,692
+392
302
$570K 0.06%
39,462
+6,070
303
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5,996
+1,031
304
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24,043
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305
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306
$558K 0.06%
9,454
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307
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15,340
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309
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310
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17,555
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311
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312
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+26,090
313
$547K 0.05%
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314
$545K 0.05%
3,209
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315
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316
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2,568
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318
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3,470
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19,352
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320
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3,185
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321
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5,685
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322
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3,446
-83
323
$534K 0.05%
+15,635
324
$533K 0.05%
6,450
-37
325
$523K 0.05%
64,928
+22,366
11 12
13
14 15