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
326
$1.26M 0.05%
3,662
-199
327
$1.25M 0.05%
83,056
-9,092
328
$1.24M 0.05%
24,016
+15,019
329
$1.24M 0.05%
48,950
+15,206
330
$1.24M 0.05%
12,476
+4,610
331
$1.24M 0.05%
19,674
-12,591
332
$1.23M 0.05%
+7,094
333
$1.23M 0.05%
24,360
+5,065
334
$1.22M 0.05%
33,855
+4,976
335
$1.22M 0.05%
7,035
-6,284
336
$1.21M 0.05%
4,744
+80
337
$1.19M 0.05%
26,539
+636
338
$1.18M 0.05%
+16,670
339
$1.18M 0.05%
12,021
+1,129
340
$1.18M 0.05%
45,945
341
$1.18M 0.05%
33,803
+148
342
$1.18M 0.05%
3,340
-49
343
$1.18M 0.05%
86,821
+5,891
344
$1.18M 0.05%
8,465
-40
345
$1.17M 0.05%
3,064
-1,281
346
$1.17M 0.05%
165,105
+10,104
347
$1.15M 0.05%
14,007
-5,448
348
$1.15M 0.05%
23,262
-1,001
349
$1.14M 0.05%
15,905
+130
350
$1.14M 0.05%
31,405
-425
12 13
14
15 16