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
401
$361K 0.04%
+6,344
402
$359K 0.04%
+12,307
403
$359K 0.04%
1,416
-1,642
404
$357K 0.04%
+16,182
405
$356K 0.04%
20,646
-1,077
406
$354K 0.04%
+7,434
407
$353K 0.04%
6,116
-74
408
$353K 0.04%
58,091
+746
409
$351K 0.04%
+10,074
410
$351K 0.04%
9,378
-268
411
$351K 0.04%
10,556
+451
412
$349K 0.03%
+6,255
413
$347K 0.03%
25,490
-16,689
414
$347K 0.03%
9,060
415
$340K 0.03%
+6,870
416
$338K 0.03%
12,439
+366
417
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5,908
-336
418
$334K 0.03%
+11,380
419
$331K 0.03%
+17,100
420
$330K 0.03%
2,463
+30
421
$330K 0.03%
+4,906
422
$326K 0.03%
19,310
+6,870
423
$325K 0.03%
9,875
-790
424
$325K 0.03%
4,134
-1,418
425
$320K 0.03%
+10,049
15 16
17
18 19