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
551
$526K 0.02%
3,158
+389
552
$524K 0.02%
23,944
+2,882
553
$523K 0.02%
4,363
+498
554
$520K 0.02%
6,097
+13
555
$520K 0.02%
9,128
+1,600
556
$519K 0.02%
8,439
+125
557
$519K 0.02%
25,750
558
$514K 0.02%
+9,852
559
$512K 0.02%
16,265
-18
560
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18,618
-20,072
561
$510K 0.02%
6,583
-3,717
562
$510K 0.02%
3,084
+1,585
563
$508K 0.02%
1,095
+50
564
$508K 0.02%
+22,912
565
$508K 0.02%
4,380
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566
$507K 0.02%
20,790
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567
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9,279
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568
$504K 0.02%
+2,705
569
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+4,480
570
$501K 0.02%
22,800
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571
$500K 0.02%
9,244
572
$499K 0.02%
19,316
-5,772
573
$498K 0.02%
7,137
574
$498K 0.02%
4,596
+190
575
$486K 0.02%
2,817
+469
21 22
23
24 25