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
351
$1.13M 0.05%
12,162
-172
352
$1.13M 0.05%
+29,697
353
$1.13M 0.05%
9,377
-462
354
$1.13M 0.05%
30,273
+20,832
355
$1.12M 0.05%
33,130
+815
356
$1.12M 0.05%
+12,389
357
$1.11M 0.05%
13,037
-448
358
$1.11M 0.05%
43,432
-900
359
$1.11M 0.05%
32,910
+23,112
360
$1.11M 0.05%
+31,302
361
$1.1M 0.05%
42,543
+161
362
$1.1M 0.05%
17,439
+2,386
363
$1.09M 0.05%
+14,662
364
$1.09M 0.05%
79,108
-3,978
365
$1.09M 0.05%
56,140
+872
366
$1.09M 0.05%
5,524
-200
367
$1.09M 0.05%
+41,223
368
$1.09M 0.05%
8,883
+39
369
$1.09M 0.05%
19,476
+1
370
$1.08M 0.05%
21,800
+92
371
$1.08M 0.04%
22,084
-2,289
372
$1.07M 0.04%
1,666
-28
373
$1.07M 0.04%
+46,728
374
$1.06M 0.04%
28,300
+5,992
375
$1.06M 0.04%
+10,621
13 14
15
16 17