KWM

Kingsview Wealth Management Portfolio holdings

AUM $6.94B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
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
+$16.7M
2
+$6.06M
3
+$5.8M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$5.72M
5
IFLN
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
+$4.36M

Top Sells

1
+$14.1M
2
+$13.8M
3
+$9.46M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$8.01M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.49M

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
– –
-7,317
606
– –
-4,091
607
– –
-16,105
608
– –
-2,880
609
– –
-3,672
610
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-5,952
611
– –
-6,246
612
– –
-3,545
613
– –
-2,625
614
– –
-1,813
615
– –
-21,446
616
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-14,261
617
– –
-49,525
618
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619
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620
– –
-4,827
621
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622
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-26,260
623
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624
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625
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23 24
25
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