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
426
$919K 0.04%
+21,728
427
$918K 0.04%
42,130
-200
428
$915K 0.04%
8,165
+644
429
$915K 0.04%
+38,373
430
$908K 0.04%
15,767
-310
431
$907K 0.04%
+21,162
432
$905K 0.04%
24,458
+6,176
433
$902K 0.04%
10,133
-318
434
$884K 0.04%
16,280
-2,154
435
$883K 0.04%
13,368
+1,446
436
$881K 0.04%
12,026
-116
437
$879K 0.04%
11,189
+1,544
438
$874K 0.04%
+23,966
439
$871K 0.04%
+7,809
440
$867K 0.04%
14,627
+2,261
441
$866K 0.04%
8,819
+2,046
442
$857K 0.04%
31,797
+3,840
443
$856K 0.04%
16,820
+8,744
444
$845K 0.04%
6,088
+2,554
445
$838K 0.03%
11,159
-764
446
$832K 0.03%
23,800
+2,400
447
$831K 0.03%
+5,334
448
$824K 0.03%
11,503
-1,006
449
$822K 0.03%
26,621
+198
450
$821K 0.03%
16,398
-31
16 17
18
19 20