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
651
$368K 0.02%
8,446
+238
652
$366K 0.02%
1,791
+16
653
$366K 0.02%
+6,820
654
$365K 0.02%
3,205
655
$363K 0.02%
+12,465
656
$361K 0.02%
1,651
+277
657
$357K 0.01%
8,599
658
$356K 0.01%
5,474
+1,612
659
$356K 0.01%
16,286
-3,335
660
$355K 0.01%
6,904
-140
661
$355K 0.01%
+12,587
662
$352K 0.01%
261
-141
663
$351K 0.01%
2,979
664
$351K 0.01%
13,822
-2,150
665
$348K 0.01%
25,643
666
$347K 0.01%
14,137
-4,958
667
$346K 0.01%
3,450
-288
668
$345K 0.01%
+3,706
669
$344K 0.01%
5,080
-217
670
$343K 0.01%
6,012
-1,257
671
$342K 0.01%
+13,275
672
$342K 0.01%
+71,870
673
$341K 0.01%
7,874
-2,307
674
$340K 0.01%
+3,506
675
$337K 0.01%
1,894
+224
25 26
27
28 29