KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.2M
3
+$4.11M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$4.03M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.19M

Top Sells

1
+$5.78M
2
+$4.72M
3
+$4.69M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$4.59M
5
FYC icon
First Trust Small Cap Growth AlphaDEX Fund
FYC
+$2.7M

Sector Composition

1 Technology 9.62%
2 Financials 7.31%
3 Industrials 6.77%
4 Healthcare 6.57%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-1,884
327
– –
-2,330
328
– –
-15,370
329
– –
-5,575
330
– –
-57,200
331
– –
-67,570
332
– –
-22,796
333
– –
-57,955
334
– –
-9,232
335
– –
-1,958
336
– –
-3,148
337
– –
-196
338
– –
-3,423
339
– –
-1,601
10 11 12 13
14