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
476
$253K 0.03%
2,482
-1,081
477
$251K 0.03%
+3,180
478
$250K 0.03%
+4,718
479
$250K 0.03%
+4,578
480
$249K 0.02%
+6,670
481
$248K 0.02%
+7,722
482
$247K 0.02%
+3,120
483
$243K 0.02%
+2,498
484
$242K 0.02%
+8,767
485
$242K 0.02%
+6,081
486
$241K 0.02%
20,464
-4,620
487
$240K 0.02%
+9,282
488
$235K 0.02%
4,340
+7
489
$233K 0.02%
+7,293
490
$232K 0.02%
+4,849
491
$230K 0.02%
+6,547
492
$230K 0.02%
+2,804
493
$229K 0.02%
+8,736
494
$229K 0.02%
+7,642
495
$228K 0.02%
+1,693
496
$228K 0.02%
8,693
497
$227K 0.02%
+3,545
498
$227K 0.02%
+1,300
499
$227K 0.02%
+2,119
500
$225K 0.02%
+2,164
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