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
476
$299K 0.03%
1,114
+1
477
$299K 0.03%
+4,722
478
$298K 0.03%
10,189
-5
479
$297K 0.03%
1,278
+183
480
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2,880
-200
481
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+2,636
482
$292K 0.03%
16,514
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483
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2,752
-134
484
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7,168
-4
485
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+24,230
486
$287K 0.03%
8,853
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487
$284K 0.03%
+10,585
488
$282K 0.03%
3,525
-24
489
$282K 0.03%
+8,328
490
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+6,401
491
$280K 0.03%
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492
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10,310
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494
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6,047
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495
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5,555
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496
$273K 0.02%
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497
$272K 0.02%
9,561
498
$271K 0.02%
1,820
499
$270K 0.02%
+827
500
$269K 0.02%
3,375
+195
18 19
20
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