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
326
$514K 0.05%
8,433
-1,786
327
$509K 0.05%
12,487
+1,810
328
$501K 0.05%
9,154
+3,251
329
$501K 0.05%
12,019
+2,724
330
$495K 0.05%
4,588
+370
331
$485K 0.05%
+22,601
332
$484K 0.05%
19,210
+10,643
333
$483K 0.05%
+54,350
334
$479K 0.05%
1,457
+665
335
$478K 0.05%
+10,135
336
$472K 0.05%
2,475
-87
337
$470K 0.05%
+10,665
338
$468K 0.05%
+5,952
339
$467K 0.05%
+8,977
340
$464K 0.05%
11,781
341
$464K 0.05%
6,061
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342
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+2,114
343
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16,829
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344
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1,495
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345
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15,041
-1,167
346
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25,179
-227
347
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10,989
+1,740
348
$455K 0.05%
1,124
-74
349
$452K 0.05%
+5,903
350
$451K 0.05%
13,930
+290
12 13
14
15 16