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
451
$815K 0.03%
34,387
-1,003
452
$813K 0.03%
+9,294
453
$813K 0.03%
3,680
+151
454
$812K 0.03%
29,549
-26,038
455
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1,360
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456
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8,492
-2,113
457
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4,506
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458
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20,361
+3,060
459
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460
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16,538
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461
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29,932
+16,705
462
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14,306
+1,075
463
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+53,907
464
$775K 0.03%
4,010
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465
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466
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467
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9,090
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468
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29,010
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469
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19,353
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470
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23,040
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471
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3,544
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472
$756K 0.03%
122,960
+75
473
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14,264
+1,305
474
$751K 0.03%
3,469
+52
475
$750K 0.03%
16,066
+1,531
17 18
19
20 21