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
26
$7.14M 0.64%
30,441
-6,085
27
$7.13M 0.64%
20,081
+7,713
28
$7.11M 0.64%
180,573
+5,164
29
$7.07M 0.63%
50,982
+1,542
30
$7.02M 0.63%
54,543
+676
31
$6.85M 0.61%
93,440
+33,640
32
$6.6M 0.59%
17,231
+2,175
33
$6.2M 0.56%
+97,459
34
$6.13M 0.55%
122,368
-38,451
35
$6M 0.54%
47,837
+17,572
36
$5.95M 0.53%
35,894
+7,237
37
$5.84M 0.52%
30,620
+11,573
38
$5.74M 0.51%
+162,755
39
$5.67M 0.51%
157,620
+22,146
40
$5.55M 0.5%
18,622
-16
41
$5.52M 0.49%
47,310
+359
42
$5.46M 0.49%
186,449
+110,892
43
$5.41M 0.48%
90,592
-6,500
44
$5.38M 0.48%
43,365
+62
45
$5.37M 0.48%
37,618
+4,264
46
$5.36M 0.48%
177,384
-28,665
47
$5.31M 0.48%
92,598
-11,451
48
$5.31M 0.48%
9,417
+402
49
$5.15M 0.46%
238,969
+679
50
$5.14M 0.46%
23,429
-780
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