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
451
$287K 0.03%
7,172
-821
452
$286K 0.03%
23,479
+10,201
453
$286K 0.03%
+5,774
454
$282K 0.03%
+1,205
455
$279K 0.03%
1,820
-69
456
$279K 0.03%
2,886
-50
457
$278K 0.03%
+5,825
458
$277K 0.03%
+12,486
459
$277K 0.03%
15,722
+680
460
$277K 0.03%
1,693
-179
461
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+8,761
462
$268K 0.03%
+3,080
463
$268K 0.03%
+5,530
464
$268K 0.03%
+7,317
465
$266K 0.03%
+2,903
466
$264K 0.03%
9,561
-43,290
467
$264K 0.03%
+8,085
468
$263K 0.03%
7,881
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469
$262K 0.03%
+4,851
470
$262K 0.03%
8,798
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471
$260K 0.03%
+2,124
472
$259K 0.03%
+3,020
473
$257K 0.03%
+2,936
474
$255K 0.03%
+3,549
475
$254K 0.03%
+4,827
17 18
19
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