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
401
$1M 0.04%
5,298
+558
402
$997K 0.04%
+20,655
403
$996K 0.04%
4,060
+78
404
$994K 0.04%
13,321
+3,146
405
$994K 0.04%
8,122
-6,418
406
$986K 0.04%
3,744
-591
407
$982K 0.04%
89,547
-2,181
408
$982K 0.04%
+23,903
409
$979K 0.04%
9,536
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410
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14,258
+671
411
$979K 0.04%
+22,015
412
$964K 0.04%
+10,032
413
$950K 0.04%
16,747
+1,771
414
$949K 0.04%
18,214
-4,907
415
$948K 0.04%
+51,052
416
$946K 0.04%
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417
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16,009
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418
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8,532
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419
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15,120
+602
420
$932K 0.04%
+25,549
421
$932K 0.04%
116,227
+3,088
422
$926K 0.04%
19,875
-1,435
423
$923K 0.04%
+8,098
424
$922K 0.04%
2,143
425
$921K 0.04%
+39,846
15 16
17
18 19