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
526
$583K 0.02%
4,015
+1,048
527
$580K 0.02%
5,374
+396
528
$580K 0.02%
4,490
+105
529
$578K 0.02%
+48,207
530
$571K 0.02%
18,582
+902
531
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11,540
-16
532
$571K 0.02%
3,695
533
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18,570
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534
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2,417
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535
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+11,238
536
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3,943
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537
$563K 0.02%
6,470
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538
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2,209
-1,141
539
$560K 0.02%
21,014
+1,903
540
$554K 0.02%
104,000
541
$552K 0.02%
10,257
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542
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34,690
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543
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544
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4,565
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545
$542K 0.02%
12,933
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546
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18,943
+148
547
$539K 0.02%
818
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548
$533K 0.02%
7,159
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549
$531K 0.02%
4,611
-60
550
$529K 0.02%
11,819
-2,456
20 21
22
23 24