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
301
$678K 0.06%
10,872
-3,164
302
$677K 0.06%
78,867
+13,939
303
$674K 0.06%
14,441
+5,832
304
$670K 0.06%
31,081
-29,503
305
$669K 0.06%
9,278
+201
306
$664K 0.06%
2,642
-189
307
$662K 0.06%
+2,434
308
$657K 0.06%
17,607
-5,590
309
$656K 0.06%
26,491
+8,144
310
$646K 0.06%
20,900
+9,520
311
$646K 0.06%
+6,783
312
$642K 0.06%
11,972
-190
313
$639K 0.06%
20,590
+2,269
314
$635K 0.06%
19,467
+1,912
315
$628K 0.06%
+22,368
316
$626K 0.06%
32,650
+460
317
$616K 0.06%
3,618
+148
318
$614K 0.06%
14,025
+2,006
319
$613K 0.05%
6,119
+434
320
$613K 0.05%
36,437
+11,506
321
$610K 0.05%
33,078
+12,432
322
$606K 0.05%
22,403
-1,443
323
$606K 0.05%
10,985
+2,008
324
$603K 0.05%
7,272
-3,321
325
$601K 0.05%
3,181
-130
11 12
13
14 15