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
576
$486K 0.02%
2,256
+172
577
$485K 0.02%
12,404
+1,004
578
$485K 0.02%
8,427
-21,976
579
$482K 0.02%
31,513
+14,287
580
$476K 0.02%
1,406
+467
581
$476K 0.02%
8,142
-2,470
582
$474K 0.02%
+2,818
583
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31,520
-25,758
584
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18,217
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585
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11,072
586
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4,352
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587
$466K 0.02%
28,946
-6
588
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+1,328
589
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+14,460
590
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3,050
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591
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593
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10,648
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15,022
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595
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1
596
$447K 0.02%
11,203
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597
$445K 0.02%
1,239
-87
598
$441K 0.02%
+1,198
599
$441K 0.02%
+2,816
600
$439K 0.02%
7,959
-1,337
22 23
24
25 26