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
26
$7.07M 0.71%
160,170
-55,914
27
$6.54M 0.65%
49,440
+3,059
28
$6.31M 0.63%
53,867
+1,296
29
$6.31M 0.63%
201,403
+14,669
30
$6.24M 0.62%
27,470
+379
31
$5.97M 0.6%
206,049
+14,580
32
$5.96M 0.6%
34,195
+4,130
33
$5.86M 0.59%
79,572
-7,123
34
$5.82M 0.58%
93,300
35
$5.76M 0.58%
46,951
+1,497
36
$5.6M 0.56%
104,049
+7,266
37
$5.49M 0.55%
15,056
+383
38
$5.44M 0.54%
238,290
+52,069
39
$5.37M 0.54%
97,092
+1,102
40
$5.23M 0.52%
122,701
+14,722
41
$5.17M 0.52%
26,744
+2,125
42
$5.04M 0.5%
30,099
-620
43
$5.01M 0.5%
56,203
+1,214
44
$4.91M 0.49%
9,015
+74
45
$4.83M 0.48%
43,303
+4,744
46
$4.82M 0.48%
47,680
+7,077
47
$4.73M 0.47%
56,782
-1,558
48
$4.7M 0.47%
93,182
+423
49
$4.64M 0.46%
50,633
-3,771
50
$4.6M 0.46%
135,474
+13,207
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