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
426
$320K 0.03%
+1,709
427
$319K 0.03%
+7,553
428
$317K 0.03%
7,548
-550
429
$315K 0.03%
198
430
$315K 0.03%
+7,081
431
$310K 0.03%
10,194
-795
432
$310K 0.03%
3,540
-695
433
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+4,988
434
$303K 0.03%
+5,728
435
$303K 0.03%
4,577
-592
436
$302K 0.03%
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437
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+5,458
438
$300K 0.03%
5,694
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439
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+21,446
440
$298K 0.03%
4,420
441
$297K 0.03%
+2,880
442
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443
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444
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5,270
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445
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1,113
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446
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447
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448
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11,969
-285
449
$288K 0.03%
2,583
-349
450
$288K 0.03%
+9,918
16 17
18
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