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
501
$225K 0.02%
+5,789
502
$225K 0.02%
+5,956
503
$223K 0.02%
+4,500
504
$222K 0.02%
+4,943
505
$222K 0.02%
+2,896
506
$222K 0.02%
6,584
-1,986
507
$221K 0.02%
+2,625
508
$220K 0.02%
+1,707
509
$219K 0.02%
6,711
-501
510
$219K 0.02%
+10,337
511
$219K 0.02%
+10,425
512
$218K 0.02%
11,915
+258
513
$218K 0.02%
+4,068
514
$217K 0.02%
+1,813
515
$217K 0.02%
3,095
-57
516
$217K 0.02%
+1,050
517
$216K 0.02%
+8,073
518
$215K 0.02%
21,085
519
$214K 0.02%
7,770
520
$211K 0.02%
+4,025
521
$211K 0.02%
+1,095
522
$209K 0.02%
+2,464
523
$209K 0.02%
6,766
-34,690
524
$209K 0.02%
+979
525
$208K 0.02%
74,442
-7,387
19 20
21
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