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
601
$439K 0.02%
7,253
+3,069
602
$439K 0.02%
38,020
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$439K 0.02%
2,846
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604
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605
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3,954
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606
$436K 0.02%
20,628
+3,253
607
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608
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6,417
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609
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610
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612
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613
$432K 0.02%
1,675
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614
$432K 0.02%
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-156
615
$431K 0.02%
8,009
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616
$429K 0.02%
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27,200
619
$422K 0.02%
2,322
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620
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12,698
-21,612
621
$416K 0.02%
9,902
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$412K 0.02%
1,330
-272
623
$411K 0.02%
11,428
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624
$410K 0.02%
+8,353
625
$410K 0.02%
2,231
+298
23 24
25
26 27