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
576
$183K 0.02%
19,311
-39,651
577
$176K 0.02%
+16,611
578
$167K 0.02%
19,090
-1,374
579
$159K 0.01%
64,442
-10,000
580
$154K 0.01%
12,159
-116,577
581
$152K 0.01%
17,031
-2,274
582
$147K 0.01%
+13,650
583
$140K 0.01%
13,233
-41
584
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13,784
-2,751
585
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14,900
-6,579
586
$113K 0.01%
41,776
-4,000
587
$99K 0.01%
+2,000
588
$97K 0.01%
11,342
-196
589
$94K 0.01%
4,410
+1,900
590
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591
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19,400
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592
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12,106
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593
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10,851
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594
$64K 0.01%
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595
$54K ﹤0.01%
+10,757
596
$41K ﹤0.01%
10,033
-1,547
597
$32K ﹤0.01%
12,912
+2,700
598
$29K ﹤0.01%
101
599
$26K ﹤0.01%
+20,000
600
$21K ﹤0.01%
18,540
22 23
24
25 26