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
526
$207K 0.02%
+1,684
527
$207K 0.02%
5,166
-1,975
528
$206K 0.02%
12,527
+2,128
529
$206K 0.02%
+6,246
530
$206K 0.02%
+9,221
531
$206K 0.02%
+3,500
532
$206K 0.02%
+16,030
533
$206K 0.02%
1,034
-3,524
534
$206K 0.02%
21,479
+1,400
535
$205K 0.02%
15,860
+3,080
536
$205K 0.02%
+4,840
537
$204K 0.02%
+2,098
538
$204K 0.02%
+8,510
539
$202K 0.02%
+4,000
540
$201K 0.02%
+1,673
541
$201K 0.02%
+6,672
542
$201K 0.02%
+1,550
543
$194K 0.02%
10,305
-980
544
$186K 0.02%
45,776
545
$175K 0.02%
24,576
546
$172K 0.02%
19,305
-200
547
$156K 0.02%
16,535
-3,576
548
$154K 0.02%
+12,624
549
$139K 0.01%
+10,212
550
$137K 0.01%
13,274
-5,077
20 21
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