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
501
$268K 0.02%
+3,233
502
$267K 0.02%
6,966
-915
503
$267K 0.02%
+12,052
504
$265K 0.02%
+7,021
505
$265K 0.02%
4,149
-428
506
$263K 0.02%
+4,230
507
$262K 0.02%
+11,742
508
$260K 0.02%
7,876
-1,999
509
$260K 0.02%
7,305
-417
510
$260K 0.02%
7,107
+560
511
$257K 0.02%
+3,972
512
$255K 0.02%
+3,354
513
$254K 0.02%
+5,488
514
$254K 0.02%
+2,497
515
$252K 0.02%
4,572
-2,598
516
$249K 0.02%
+5,548
517
$248K 0.02%
1,709
+2
518
$248K 0.02%
2,474
-2,926
519
$248K 0.02%
2,978
+82
520
$248K 0.02%
1,309
+9
521
$245K 0.02%
+3,048
522
$244K 0.02%
8,554
-139
523
$242K 0.02%
7,359
-189
524
$240K 0.02%
2,150
-433
525
$239K 0.02%
8,748
+12
19 20
21
22 23