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
551
$132K 0.01%
10,649
552
$100K 0.01%
+11,538
553
$95K 0.01%
10,772
-1,798
554
$92K 0.01%
12,906
+1,476
555
$91K 0.01%
+10,043
556
$89K 0.01%
21,526
-7,946
557
$71K 0.01%
+1,181
558
$71K 0.01%
+11,580
559
$69K 0.01%
+10,450
560
$66K 0.01%
2,338
-2,602
561
$34K ﹤0.01%
18,540
562
$20K ﹤0.01%
+16,975
563
$19K ﹤0.01%
2,510
+800
564
$19K ﹤0.01%
+101
565
$18K ﹤0.01%
83
-1
566
$13K ﹤0.01%
10,445
567
$13K ﹤0.01%
1,400
+300
568
$6K ﹤0.01%
12,000
569
$5K ﹤0.01%
8
+3
570
– –
-28,079
571
– –
-2,706
572
– –
-35,969
573
– –
-12,203
574
– –
-625
575
– –
-1,538
21 22
23
24 25