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
501
$669K 0.03%
48,634
-487
502
$667K 0.03%
12,534
-334
503
$661K 0.03%
15,435
-357
504
$658K 0.03%
4,599
+247
505
$647K 0.03%
30,078
-196
506
$639K 0.03%
7,541
507
$636K 0.03%
10,887
-16,282
508
$633K 0.03%
1,302
+377
509
$632K 0.03%
10,143
-846
510
$631K 0.03%
11,907
-5,458
511
$628K 0.03%
32,650
+2,489
512
$625K 0.03%
2,864
+930
513
$623K 0.03%
2,758
+576
514
$618K 0.03%
2,264
-125
515
$616K 0.03%
22,903
+2,850
516
$616K 0.03%
23,104
+4,285
517
$614K 0.03%
5,611
-935
518
$607K 0.03%
26,689
-9
519
$603K 0.03%
12,804
-1,399
520
$601K 0.03%
2,737
-140
521
$599K 0.02%
21,578
+4,427
522
$588K 0.02%
8,031
-6,385
523
$587K 0.02%
4,729
524
$586K 0.02%
3,777
-866
525
$584K 0.02%
32,849
-148
19 20
21
22 23