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
551
$221K 0.02%
+11,250
552
$220K 0.02%
706
-789
553
$220K 0.02%
+1,023
554
$220K 0.02%
1,025
-9
555
$219K 0.02%
+5,217
556
$217K 0.02%
7,339
-5,100
557
$217K 0.02%
+1,580
558
$217K 0.02%
2,464
559
$217K 0.02%
12,309
+2,004
560
$216K 0.02%
+1,992
561
$216K 0.02%
6,640
-2,950
562
$216K 0.02%
9,321
+100
563
$216K 0.02%
2,315
-7,709
564
$215K 0.02%
1,050
565
$215K 0.02%
6,561
-205
566
$214K 0.02%
+1,118
567
$213K 0.02%
7,096
-197
568
$210K 0.02%
+9,885
569
$208K 0.02%
+489
570
$207K 0.02%
13,646
+1,119
571
$207K 0.02%
+2,558
572
$206K 0.02%
1,629
-44
573
$203K 0.02%
4,000
574
$201K 0.02%
+4,147
575
$185K 0.02%
+11,102
21 22
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