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
626
$408K 0.02%
7,004
-164
627
$408K 0.02%
4,319
-100
628
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631
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635
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637
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638
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640
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649
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650
$369K 0.02%
3,165
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24 25
26
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