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
376
$1.06M 0.04%
12,402
+2,290
377
$1.05M 0.04%
2,034
+57
378
$1.05M 0.04%
7,659
-6,780
379
$1.05M 0.04%
49,639
-1,548
380
$1.05M 0.04%
12,876
-12,645
381
$1.04M 0.04%
17,360
+585
382
$1.04M 0.04%
+10,021
383
$1.03M 0.04%
19,142
-8,116
384
$1.03M 0.04%
6,400
-296
385
$1.03M 0.04%
20,661
386
$1.03M 0.04%
+9,572
387
$1.03M 0.04%
6,536
+202
388
$1.03M 0.04%
10,000
389
$1.02M 0.04%
10,055
-320
390
$1.02M 0.04%
29,579
+3,838
391
$1.02M 0.04%
35,390
-4,450
392
$1.02M 0.04%
4,557
+33
393
$1.02M 0.04%
14,997
-715
394
$1.02M 0.04%
45,845
-28,789
395
$1.02M 0.04%
4,451
+1,728
396
$1.01M 0.04%
+4,073
397
$1.01M 0.04%
13,428
+8,712
398
$1.01M 0.04%
7,737
-1,400
399
$1.01M 0.04%
45,576
+20,795
400
$1.01M 0.04%
5,772
-155
14 15
16
17 18