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
301
$1.45M 0.06%
33,978
+1,800
302
$1.45M 0.06%
+41,893
303
$1.44M 0.06%
14,183
+1,052
304
$1.41M 0.06%
23,369
-26,515
305
$1.38M 0.06%
17,621
+2,521
306
$1.38M 0.06%
20,883
-1,087
307
$1.36M 0.06%
19,819
+7
308
$1.36M 0.06%
4,821
+346
309
$1.35M 0.06%
16,294
-274
310
$1.35M 0.06%
7,559
+757
311
$1.34M 0.06%
+32,009
312
$1.34M 0.06%
7,744
+2,296
313
$1.33M 0.06%
+55,368
314
$1.33M 0.06%
12,184
-4,079
315
$1.32M 0.06%
49,030
-15,608
316
$1.32M 0.05%
+16,818
317
$1.31M 0.05%
15,367
-2,012
318
$1.3M 0.05%
17,979
+1,046
319
$1.29M 0.05%
15,615
-5,661
320
$1.29M 0.05%
+35,888
321
$1.29M 0.05%
48,117
-273
322
$1.28M 0.05%
29,696
+877
323
$1.27M 0.05%
+20,898
324
$1.27M 0.05%
+7,284
325
$1.26M 0.05%
99,298
+60,737
11 12
13
14 15