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 7.72%
4 Financials 6.35%
5 Industrials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$13K ﹤0.01%
16,425
-550
602
$10K ﹤0.01%
10,445
603
$5K ﹤0.01%
8
604
$5K ﹤0.01%
11,000
-1,000
605
– –
-16,105
606
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-2,880
607
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-3,672
608
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-5,952
609
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-6,246
610
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-3,545
611
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-26,260
612
– –
-10,450
613
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-8,761
614
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-4,849
615
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-4,851
616
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-6,670
617
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-4,906
618
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619
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-22,601
620
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-8,085
621
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622
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623
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-5,789
624
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625
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-11,688
23 24
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