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
$1.12B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$6.2M
3
+$5.74M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.82M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$4.33M

Top Sells

1
+$14.6M
2
+$13.5M
3
+$9.7M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$7.99M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$6.67M

Sector Composition

1 Technology 14.33%
2 Consumer Discretionary 8.69%
3 Healthcare 7.73%
4 Financials 6.35%
5 Industrials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$334K 0.03%
6,770
-100
452
$333K 0.03%
10,894
-1,592
453
$332K 0.03%
24,524
-966
454
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455
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6,013
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456
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35,838
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457
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458
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17,100
459
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460
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-54
461
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+30,990
462
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463
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+37,870
464
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10,350
+3,678
465
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+19,483
466
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467
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6,026
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468
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6,088
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470
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14,329
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471
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16,770
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472
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1,956
-3,453
473
$304K 0.03%
11,361
-608
474
$303K 0.03%
+13,910
475
$303K 0.03%
1,969
-7,926
17 18
19
20 21