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
326
$600K 0.05%
21,900
-5,413
327
$599K 0.05%
42,961
+3,499
328
$598K 0.05%
20,875
-194
329
$592K 0.05%
3,643
+21
330
$590K 0.05%
16,270
-3,300
331
$590K 0.05%
12,758
-1,469
332
$589K 0.05%
22,734
+4,143
333
$587K 0.05%
6,125
+129
334
$586K 0.05%
2,463
-105
335
$584K 0.05%
3,151
-34
336
$583K 0.05%
20,845
+1,493
337
$583K 0.05%
10,153
-1,565
338
$578K 0.05%
10,369
+4,911
339
$561K 0.05%
3,311
-117
340
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6,167
-1,630
341
$559K 0.05%
2,263
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342
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+1,565
343
$557K 0.05%
995
-25
344
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20,417
+4,976
345
$554K 0.05%
6,369
-1,131
346
$553K 0.05%
44,870
+19,072
347
$552K 0.05%
4,991
+2,872
348
$551K 0.05%
55,037
-36,206
349
$549K 0.05%
16,521
+5,965
350
$549K 0.05%
13,167
+3,990
12 13
14
15 16