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
476
$746K 0.03%
4,886
+396
477
$745K 0.03%
15,150
478
$744K 0.03%
2,995
+1,569
479
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67,557
+1,328
480
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23,714
+8,228
481
$737K 0.03%
12,567
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482
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31,260
-46,557
483
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6,829
+1,176
484
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13,022
+1,475
485
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10,589
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486
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3,124
487
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+33,051
488
$701K 0.03%
15,131
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489
$701K 0.03%
10,409
+2,332
490
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8,304
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11,059
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493
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29,787
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494
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6,605
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495
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496
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497
$677K 0.03%
2,618
-2,366
498
$677K 0.03%
7,739
-331
499
$673K 0.03%
22,472
-4,338
500
$672K 0.03%
37,625
-87,068
18 19
20
21 22