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
526
$239K 0.02%
4,300
-5,835
527
$238K 0.02%
10,649
528
$237K 0.02%
3,095
529
$237K 0.02%
4,347
+7
530
$235K 0.02%
+5,503
531
$235K 0.02%
+1,249
532
$234K 0.02%
5,721
-360
533
$234K 0.02%
2,810
+6
534
$233K 0.02%
+7,626
535
$233K 0.02%
3,957
-111
536
$231K 0.02%
1,680
-13
537
$229K 0.02%
3,822
-1,448
538
$229K 0.02%
+3,153
539
$228K 0.02%
7,906
-167
540
$228K 0.02%
+10,800
541
$227K 0.02%
2,495
-525
542
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2,098
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543
$227K 0.02%
6,267
-317
544
$226K 0.02%
+4,195
545
$225K 0.02%
16,152
+292
546
$225K 0.02%
+2,400
547
$225K 0.02%
21,085
548
$225K 0.02%
+9,908
549
$224K 0.02%
+6,850
550
$222K 0.02%
1,550
20 21
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